Hedge Fund
    SEC Registered
    Manages Private Funds

    Relation Wealth Management, Inc.

    Registered investment advisor · Tulsa, Oklahoma · CRD #329961

    Assets Under Management
    $541M
    Client Accounts
    350
    Employees
    12
    CRD Number
    329961
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Transamerica Retirement Advisors, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Relation Wealth Management, Inc.

    Relation Wealth Management, Inc. is an SEC-registered investment advisory firm based in Tulsa, Oklahoma, offering financial planning, pension consulting, and portfolio management services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Relation Wealth Management, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Relation Wealth Management, Inc.'s AUM?

    Relation Wealth Management, Inc. reports approximately $541M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Relation Wealth Management, Inc. headquartered?

    Relation Wealth Management, Inc. is headquartered in Tulsa, Oklahoma.

    What is Relation Wealth Management, Inc.'s CRD number?

    Relation Wealth Management, Inc.'s CRD number is 329961. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Relation Wealth Management, Inc. manage?

    Relation Wealth Management, Inc. manages approximately 350 client accounts according to its latest SEC filing.

    Is Relation Wealth Management, Inc. SEC registered?

    Yes, Relation Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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