Relevant Wealth
Financial Services
Mill Valley, California, United States
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Relevant Wealth Overview
- Headquarters
- Mill Valley, California, United States
- Phone Number
- Available in AeroLeads
- Website
- relevantwealth.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 1999
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Relevant Wealth
Even better... this is our promise to our clients. We aspire to redefine the wealth management experience by casting aside industry norms and expectations and delivering a seamless and customized partnership that gives our clients the peace of mind they deserve and desire. Caring, legacy, and permanence These are the pillars of most family foundations. Imagine a philanthropic partner who helps you maximize the value and impact of your philanthropy. With over five decades of experience acting as fiduciaries on behalf of our foundation clients, we have developed a unique level of engagement with our foundation Boards. We make sure your chosen mission and vision are supported by a comprehensive and collaborative investment management process.
Relevant Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Relevant Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Justin Burt, Cfa | Senior Portfolio Manager, Relevant |
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|
|
| Bruce Raabe | CEO and Founder @ Relevant Wealth - Cfa | Mill Valley, California, United States |
Email
Phone
|
| Jeanie Feehan | Financial Services Professional | Corte Madera, California, United States |
Email
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
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