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RELEVANT WEALTH ADVISORS, LLC

Tel: 415-925-4000
2 Belvedere Place
Ste 350
Mill Valley, California  94941

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RELEVANT WEALTH ADVISORS, LLC

RELEVANT WEALTH ADVISORS, LLC is a Mill Valley, California based financial advisory firm with nearly $681,532,553 in assets under management and provides investment advisory services for 41 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

1489

SEC#:

801-56354

No. of Clients:

41

Assets under Management

$681,532,553

No. of Advisors:

4

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