Sergio Gutierrez Campos
Investment adviser representative at Relevant Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$799MFirm assets
27 yearsFirm in business
Are you Sergio Gutierrez Campos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Relevant Wealth Advisors, LLCMay 2021 to now
- Parallel Advisors, LLCNov 2017 to Mar 2021
- Hewins Financial Advisors, LLCMar 2014 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Relevant Wealth Advisors, LLC
$799MAssets managed
67Clients
4Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6213801
- Firm CRD
- 1489