RELEVANT WEALTH ADVISORS, LLC

Overview

Relevant Wealth Advisors, LLC is a fee-based wealth manager that focuses on discretionary portfolio management for high-net-worth individuals, small businesses and institutional clients. The firm acts as a capital allocator and uses a mix of in-house portfolio management and the selection of outside advisers to construct client solutions. Its stated business model centers on percentage-of-AUM billing and on managing customized portfolios rather than one-size-fits-all models. The firm does not position itself as an active ESG investor and is not organized as a multi-state adviser. Investment activity emphasizes liquid public markets with a strong tilt toward exchange-traded equities as the dominant position in client accounts. Relevant Wealth Advisors combines that equity exposure with fixed income allocations and uses third-party managers where specialist or alternative expertise is required. Their advisory services explicitly include portfolio management for individuals and businesses, as well as the selection and oversight of sub‑advisers when clients need access to outside strategies.

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Location & Offices