RELEVANT WEALTH ADVISORS, LLC
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About the firm
Relevant Wealth is a wealth management firm operating a Virtual Family Office model that goes beyond investment consulting to deliver a comprehensive, holistic financial experience. With over thirty years of experience, the firm works closely with a select group of successful families and family foundations, focusing on clients with a net worth between $15M and $100M.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family wealth management including investment management, estate planning, insurance planning, tax planning, and family and charitable gifting; private foundation management including outsourced Chief Investment Officer services and collaborative investment management for foundation Boards.
Who they serve
Successful families and family foundations with a net worth between $15M and $100M.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 51 | $239M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RELEVANT WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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