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RELEVE FINANCIAL GROUP

SCOTTSDALE, AZ · CRD 285243 · IAPD ↗ · 612-801-5440

$255.6MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — RELEVE FINANCIAL GROUP notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — RELEVE FINANCIAL GROUP moved its main office from WOODBURY, MN to SCOTTSDALE, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
August 2025 — RELEVE FINANCIAL GROUP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
May 2025 — RELEVE FINANCIAL GROUP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — RELEVE FINANCIAL GROUP reported RAUM up 27% ($147.0M -> $186.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.