Bruce Jon Raabe

Employer firm

Relevant Wealth Advisors, LLC CRD 1489

$799M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → Present
  Collins & Company, Llc
  Larkspur, CA
• 01/1992 → Present
  Relevant Wealth Advisors, Llc
  Mill Valley, CA

Other Businesses

Mr. Raabe acts as trustee for a number of accounts held at Relevant Wealth Advisors. These include trusts that Mr. Raabe set up for his family members (children, niece and nephew). These also include acting as trustee for the Butts Supplemental Needs Trust and as trustee for a non-profit foundation: The Stanley Smith Horticultural Trust. The Stanley Smith Horticultural Trust makes grants to botanical gardens. HTTP://WWW.ADMINITRUSTLLC.COM/STANLEY-SMITH-HORTICULTURAL-TRUST/ . Mr. Raabe spends approximately 4 hours per month on these trustee activities. Mr. Raabe also acts as a Board Trustee for the Marin County Employees' Retirement Plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-07
• S63 Uniform Securities Agent State Law Examination
  1992-09-04

Designations

• Chartered Financial Analyst