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| Keyboard |
| Relation Wealth Management Inc
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|---|---|
| CRD # | 329961 |
| SEC # | 801-129663 |
| CIK # | |
| AUM | 541.2 M (2026-05-06) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 918-999-9138 |
| Address | 10425 S 82nd East Avenue Tulsa, OK 74133 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 21.9 |
| (b) Individuals (high net worth individuals) | 42 | 145.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 284.3 |
| (h) Charitable organizations | 0 | 13.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 77.0 |
| (n) Other | 0 | 0.0 |
| Total | 350 | 541.2 |
| By Discretionary | ||
| Discretionary | 328 | 306.9 |
| Non-Discretionary | 22 | 234.3 |
| Total | 350 | 541.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 539.8 | |
| Total | 350 | 541.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Planning Directions Inc
✚
|
PA | 542.4 M |
|
Juno Financial Group LLC
✚
|
VA | 541.9 M |
|
Beacon Investment Advisors LLC
✚
|
MD | 541.9 M |
|
Tandem Financial LLC
✚
|
CO | 541.8 M |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 541.5 M |
|
BCGM Wealth Management LLC
✚
|
IN | 541.5 M |
|
Compound Family Offices LLC
✚
|
FL | 540.8 M |
|
Gray Private Wealth LLC
✚
|
MA | 540.7 M |
|
IMC Advisors LLC
✚
|
IN | 540.0 M |
|
Spirit of America Management Corp
✚
|
NY | 540.0 M |