# Relevant Wealth Advisors

Relevant Wealth Advisors is a Bank / Wealth / Trust based in Mill Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mill Valley, United States
- **Region:** North America
- **Address:** 2 Belvedere Place, Suite 200, Mill Valley, CA 94941, United States
- **Founded:** 1962
- **Assets under management:** Undisclosed
- **Website:** relevantwealth.com
- **LinkedIn:** https://www.linkedin.com/company/relevant-wealth-advisors

## Regulatory record

- **CRD number:** 1489
- **SEC file number:** 801-56354
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/1489

## About

The firm was founded in 1962 and operates from Mill Valley, California, serving successful families and their family foundations from a single office at 2 Belvedere Place. Its leadership team claims over five decades of collective experience in financial services, concentrating on clients with net worths between $15 million and $100 million. Relevant Wealth Advisors delivers its advice through direct portfolio management, private-foundation structuring, and tax planning — a mix that spans public equities, fixed income, and the administrative demands of philanthropic vehicles. Rather than pooling capital into proprietary funds, the firm acts as a registered investment adviser, constructing custom allocations for each household. The firm's public materials emphasize multi-generational service and a promise of a 'seamless and customized' experience but name no specific portfolio holdings. The firm operates from a single address in Mill Valley and discloses no additional offices, team headcount, or total assets under advisement. The website highlights that the leadership team combines diverse talents to offer personalized solutions, yet it names no individuals. No recent operational events — such as a new fund launch, C-suite hire, or regulatory filing — were publicly reported in the last 24 months. Structurally, Relevant Wealth Advisors differentiates by servicing a narrow net-worth band rather than competing for the largest single-family offices or institutional mandates. By targeting families with $15 million to $100 million and blending investment management with philanthropic-administration work, the firm occupies a hybrid space between a traditional multi-family office and a boutique RIA — a posture that values longevity of individual client relationships over scale.

## Questions

### Who runs investment decisions at Relevant Wealth Advisors?

The firm does not publicly name its investment-committee members or lead portfolio managers on its website. Its leadership team is described only as combining more than fifty years of collective financial-services experience. No individual principals are identified in available public materials.

### How does Relevant Wealth Advisors structure its client relationships?

The firm acts as a registered investment adviser, building custom portfolios rather than commingling client assets into proprietary funds. Its service model couples portfolio management with private-foundation administration and tax planning, targeting families with net worths between $15 million and $100 million.

## Related profiles

- [Relevance Ventures](https://altss.com/profile/relevance-ventures)
- [Relevé Financial Group](https://altss.com/profile/releve-financial-group)

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Last updated: 2026-06-03T20:00:00.000Z

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