|
⚲
|
| Relation Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 329961 |
| SEC # | 801-129663 |
| CIK # | |
| AUM | $417.9 M (2025-03-17) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 918-999-9138 |
| Address | 10425 S 82nd East Ave Tulsa, OK 74133 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 10.7 |
| (b) Individuals (high net worth individuals) | 42 | 138.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 60 | 186.5 |
| (h) Charitable organizations | 0 | 10.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 72.6 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 417.9 |
| By Discretionary | ||
| Discretionary | 229 | 263.5 |
| Non-Discretionary | 47 | 154.4 |
| Total | 276 | 417.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.9 | |
| Total | 276 | 417.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bowman & Company SC
✚
|
WI | 0.4 |
|
Courage Miller Partners LLC
✚
|
VA | 0.4 |
|
Lane and Associates LLC
✚
|
NJ | 0.4 |
|
Integrated Quantitative Investments LLC
✚
|
0.4 | |
|
Prospect Financial Services LLC
✚
|
NY | 0.4 |
|
Graney & King LLC
✚
|
NY | 0.4 |
|
Dougherty Wealth Advisers LLC
✚
|
MN | 0.4 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.4 |
|
Fortitude Advisory Group LLC
✚
|
WA | 0.4 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.4 |