Releve Financial Group
Releve Financial Group is an SEC-registered mass-market adviser in Scottsdale, AZ with $255.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Releve Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285243, SEC 801-108540, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $255.6M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 7
- Clients
- 321
- CRD
- 285243
- Ownership
- JURKOVICH, DAWN, DEBORAH; BANNWARTH, KIMBERLY, KAREN
How much AUM does Releve Financial Group have?
Releve Financial Group reported $255.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Releve Financial Group?
Disclosed owners and executives of Releve Financial Group include JURKOVICH, DAWN, DEBORAH, BANNWARTH, KIMBERLY, KAREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.