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RELATION WEALTH MANAGEMENT, INC.
CRD 329961 · SEC 801-129663
10425 S. 82ND EAST AVENUE, SUITE 110, TULSA, OK, 74133, United States
Phone
(918) 999-9138
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$541.2M
Discretionary AUM
$306.9M
Team
14 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $21.9M |
| High net worth individuals | 42 | $145.0M |
| Pension/profit sharing plans | 30 | $284.3M |
States served
AR, CO, KS, NC, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD