Relevant Wealth Advisors, LLC
About this Advisor
Justin Burt is a chartered financial analyst based in Mill Valley, California, with 23 years of work experience. Burt currently works for Relevant Wealth Advisors, LLC. They have been an employee of Relevant Wealth Advisors, Llc for their whole career. Burt has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Illinois and Oregon. Relevant Wealth Advisors, LLC is a financial advisory company headquartered in Mill Valley, California. It administers $655 million in assets under management across its 90 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 90 customer accounts, 50% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Relevant Wealth Advisors, LLC offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which services are provided. Fee types billed by Relevant Wealth Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Relevant Wealth Advisors, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Justin Burt Work History
Justin has 23 years of experience.
Collins & Co
Justin Burt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Relevant Wealth Advisors, LLC
Mill Valley, CA
Mill Valley, CA
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