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Relation Wealth Management, Inc.

● SEC registered since 2024CRD 329961SEC# 801-129663Tulsa, OK
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Reg. AUM
$417.9M
Employees
10
Accounts
276
Location
Tulsa, OK

Relation Wealth Management, Inc. assets under management

Relation Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Tulsa, OK. The firm has been registered since 2024. It reports $417.9 million in regulatory assets under management and employs 10 people.
www.relationwealth.comView on SEC.gov ↗

Relation Wealth Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Charissa Lynn Hartmann ControlChief Financial OfficerUnder 5%2024
Kate Rager ControlChief Compliance OfficerUnder 5%2024
Relation Insurance, Inc. ControlOwnerOver 75%2023
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Frequently asked questions

How much does Relation Wealth Management, Inc. manage?

Relation Wealth Management, Inc. reports $417.9 million in regulatory assets under management on its Form ADV.

How many employees does Relation Wealth Management, Inc. have?

Relation Wealth Management, Inc. reports 10 employees.

Where is Relation Wealth Management, Inc. located?

Relation Wealth Management, Inc. is based in Tulsa, OK and has been SEC-registered since 2024.

Does Relation Wealth Management, Inc. disclose fund performance?

Relation Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10425 S 82nd East Ave, Suite 110, Tulsa, OK 74133
Phone(918) 999-9138
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$263.5M
Non-discretionary$154.4M
Total (RAUM)$417.9M