Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Relevant Wealth Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Relevant Wealth Advisors, LLC, by the state and city of the office they work from.

4 registered advisors work at Relevant Wealth Advisors, LLC, in 1 state and 1 city; the most are in Mill Valley, CA (4). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Relevant Wealth Advisors, LLC advisor by name →Who joined and left Relevant Wealth Advisors, LLC →Relevant Wealth Advisors, LLC: assets, clients and custodians →

Cities with the most Relevant Wealth Advisors, LLC advisors

Mill Valley, CA 4

Relevant Wealth Advisors, LLC advisors by state

Relevant Wealth Advisors, LLC in California 4

Mill Valley 4

Questions

How many financial advisors does Relevant Wealth Advisors, LLC have?

4 investment adviser representatives are registered with Relevant Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Relevant Wealth Advisors, LLC have the most advisors?

Mill Valley, CA, with 4 registered advisors. By state, California has the most, with 4.

How do I find a Relevant Wealth Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Relevant Wealth Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Relevant Wealth Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →