DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

RELEVANT WEALTH ADVISORS, LLC

CRD 1489

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7a428738-1e4a-9a89-eae0-21a7cdbc1fc4

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2012 to Mar 18, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.0 institutional_share=0.69 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $799MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $787M
Private client RAUM: $239MderivedItem 5.D individuals plus high net worth individuals
Private client share: 30%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $200Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 67
Individual clients: 0
High net worth clients: 51
SEC number: 801-56354
CRD: 1489
Filings on the tape: 33
First filed: Jan 30, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, CA
Website: relevantwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRUCE JON RAABE	Chartered Financial Analyst	MILL VALLEY, CA	22	34	n/a	no
JUSTIN DALE BURT	Chartered Financial Analyst	MILL VALLEY, CA	22	28	n/a	no
SERGIO GUTIERREZ CAMPOS	n/a	MILL VALLEY, CA	2	12	n/a	no
Abigail Sage Parker	n/a	MILL VALLEY, CA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RAABE, BRUCE JON	CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER	E	yes	12/2004	Jan 30, 2012	Sep 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$799M	$787M	4	3	0	n/a	n/a
2024	Mar 6, 2025	$682M	$669M	4	3	0	n/a	n/a
2023	Mar 5, 2024	$584M	$584M	4	2	0	n/a	n/a
2022	Feb 3, 2023	$560M	$538M	4	2	0	n/a	n/a
2021	Feb 11, 2022	$655M	$655M	5	2	0	n/a	n/a
2020	Feb 16, 2021	$599M	$596M	4	3	0	n/a	n/a
2019	Mar 16, 2020	$594M	$591M	4	3	0	n/a	n/a
2018	Mar 28, 2019	$607M	$607M	4	3	1	n/a	n/a
2017	Mar 6, 2018	$651M	$651M	4	3	1	n/a	n/a
2016	Mar 28, 2017	$560M	$560M	4	3	n/a	n/a	n/a
2015	Mar 8, 2016	$580M	$580M	4	3	n/a	n/a	n/a
2014	Feb 16, 2015	$603M	$603M	4	3	n/a	n/a	n/a
2013	Feb 3, 2014	$605M	$605M	4	3	n/a	n/a	n/a
2012	Feb 4, 2013	$521M	$521M	4	3	n/a	n/a	n/a
2011	Jan 30, 2012	$479M	$479M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$799M	$682M	17.2%	$560M	12.6%	4	4	0	0

Relationships

Registered with (5)

← Abigail Sage ParkerAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← SERGIO GUTIERREZ CAMPOSAdvisorregistration: current employment
Sep 13, 2024 to presentfactForm ADV
← BRUCE JON RAABEAdvisorregistration: current employment
Dec 15, 2003 to presentfactForm ADV
← JUSTIN DALE BURTAdvisorregistration: current employment
Dec 15, 2003 to presentfactForm ADV
← Jennifer A SunAdvisorregistration: previous registration
Jan 25, 2017 to Jun 22, 2021factForm ADV

Controls (1)

← RAABE, BRUCE JONOwnerCHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER, ownership code E, individual
Jan 30, 2012 to Sep 30, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a428738-1e4a-9a89-eae0-21a7cdbc1fc4
First observed: Jan 30, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RELEVANT WEALTH ADVISORS, LLC

CRD 1489

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7a428738-1e4a-9a89-eae0-21a7cdbc1fc4

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRUCE JON RAABE

Chartered Financial Analyst

MILL VALLEY, CA

n/a

JUSTIN DALE BURT

Chartered Financial Analyst

MILL VALLEY, CA

n/a

SERGIO GUTIERREZ CAMPOS

n/a

MILL VALLEY, CA

n/a

Abigail Sage Parker

n/a

MILL VALLEY, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RAABE, BRUCE JON

CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER

yes

12/2004

Jan 30, 2012

Sep 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$799M

$787M

n/a

2024

Mar 6, 2025

$682M

$669M

n/a

2023

Mar 5, 2024

$584M

n/a

2022

Feb 3, 2023

$560M

$538M

n/a

2021

Feb 11, 2022

$655M

n/a

2020

Feb 16, 2021

$599M

$596M

n/a

2019

Mar 16, 2020

$594M

$591M

n/a

2018

Mar 28, 2019

$607M

n/a

2017

Mar 6, 2018

$651M

n/a

2016

Mar 28, 2017

$560M

n/a

2015

Mar 8, 2016

$580M

n/a

2014

Feb 16, 2015

$603M

n/a

2013

Feb 3, 2014

$605M

n/a

2012

Feb 4, 2013

$521M

n/a

2011

Jan 30, 2012

$479M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$799M

$682M

17.2%

$560M

12.6%