RELATION WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$541,213,086
Discretionary
$306,863,136
Non-discretionary
$234,349,950
Firm details
- CRD number
- 329961
- SEC file number
- 801-129663
- Main office
- TULSA, OK, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://www.relationwealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.