Overview
Assets Under Management: $299 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
RELATION WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329961), RELATION WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
RELATION WEALTH MANAGEMENT, INC. is headquartered in TULSA, OK.
RELATION WEALTH MANAGEMENT, INC. serves 42 high-net-worth clients according to their SEC filing dated October 25, 2024. View client details ↓
According to their SEC Form ADV, RELATION WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RELATION WEALTH MANAGEMENT, INC. manages $299 million in client assets according to their SEC filing dated October 25, 2024.
According to their SEC Form ADV, RELATION WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 224
Discretionary Accounts: 196
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 329961
Last Filing Date: 2024-10-25 00:00:00
Website: https://relationwealth.com