# Relevant Wealth Advisors, LLC

> Relevant Wealth Advisors, LLC is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 1489
- Filed as: RELEVANT WEALTH ADVISORS, LLC
- Also doing business as: RELEVANT WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/1489
- AdvisorCensus page: https://advisorcensus.com/firm/relevant-wealth-advisors-llc-mill-valley-ca-1489

## Quick answers

**How is Relevant Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Relevant Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Relevant Wealth Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Relevant Wealth Advisors, LLC located?**
Relevant Wealth Advisors, LLC's principal office is in Mill Valley, CA, according to its Form ADV.

**Is Relevant Wealth Advisors, LLC registered with the SEC or a state?**
Relevant Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 1489.

**How much does Relevant Wealth Advisors, LLC manage?**
Relevant Wealth Advisors, LLC reports $799,000,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (98% discretionary).

**How have Relevant Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Relevant Wealth Advisors, LLC: Regulatory assets under management: $598,900,000 in the October 2021 data and $799,000,000 in the October 2026 data, up 33%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Relevant Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (51); charitable organizations (14); corporations or other businesses not listed above (2).

**Which custodians does Relevant Wealth Advisors, LLC use?**
Relevant Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Relevant Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/1489

**What changed in Relevant Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $681,532,553 to $799,000,000 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Relevant Wealth Advisors generally charges a flat percentage rate. The annual flat rate ranges from 0.5% to 1.5% of assets under management and is specified in each client’s Investment Management Agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $799,000,000
- Discretionary: $787,000,000
- Non-discretionary: $12,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 51 | $239,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 14 | $548,000,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $12,000,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- relevantwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $598,900,000 | 4 | April 29, 2021 |
| October 2022 | $655,446,401 | 5 | February 11, 2022 |
| October 2023 | $560,227,464 | 4 | August 3, 2023 |
| October 2024 | $583,835,713 | 4 | September 30, 2024 |
| October 2025 | $681,532,553 | 4 | March 6, 2025 |
| October 2026 | $799,000,000 | 4 | March 18, 2026 |

Regulatory assets under management: $598,900,000 in the October 2021 data and $799,000,000 in the October 2026 data, up 33%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $681,532,553 to $799,000,000 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Relevant Wealth Advisors, LLC (CRD 1489): Form ADV filing data as of October 2026.