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RELIANCE WEALTH MANAGEMENT
S & D FINANCIAL, L.L.C.
CRD 332415 · SEC 801-135117
6827 CAMP BULLIS RD, STE 402, SAN ANTONIO, TX, 78256, United States
Phone
210-255-3040
Fax
800-878-6163
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.2M
Discretionary AUM
$133.5M
Team
15 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $56.3M |
| High net worth individuals | 44 | $77.9M |
States served
CA, LA, NJ, TX
All web addresses on file
- https://reliancefinancialpartners.com/
- https://www.facebook.com/relianceretirement/
- https://www.linkedin.com/company/4819508/admin/feed/posts/
- HTTPS://WWW.RELIANCEWEALTHMGMT.COM
- https://www.instagram.com/reliance.wealth/
- https://www.facebook.com/reliancefinancialpartners/
- https://www.instagram.com/reliance.fp/
- https://www.linkedin.com/company/reliancefinancialpartners
Official SEC filing: View on IAPD