Overview
Assets Under Management: $134 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 44
Average Client Assets: $1.8 million
Frequently Asked Questions
RELIANCE WEALTH MANAGEMENT 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 #332415), RELIANCE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RELIANCE WEALTH MANAGEMENT is headquartered in SAN ANTONIO, TX.
RELIANCE WEALTH MANAGEMENT serves 44 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, RELIANCE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
RELIANCE WEALTH MANAGEMENT manages $134 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, RELIANCE WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.02%
Average Client Assets: $1.8 million
Total Client Accounts: 588
Discretionary Accounts: 581
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 332415
Filing ID: 2053761
Last Filing Date: 2026-02-12 13:03:53