Investment adviser representative · Relevant Wealth Advisors, LLC
Justin D. Burt
CRD 2989359 · Mill Valley, CA
At a glance
Justin D. Burt is an investment adviser representative with Relevant Wealth Advisors, LLC in Mill Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 2003, about 22 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Relevant Wealth Advisors, LLCSince December 2003Mill Valley, CA · $799M in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Justin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.