Relation Wealth Management, Inc.
Relation Wealth Management, Inc. is an SEC-registered wealth manager in Tulsa, OK with $541.2M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Relation Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329961, SEC 801-129663, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $541.2M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Tulsa, OK
- Employees
- 14
- Clients
- 126
- CRD
- 329961
- Ownership
- RELATION INSURANCE, INC.; HALL, TIMOTHY, JON; Rager, Kate; DOVER XI ASSOCIATES L.P.; AQUILINE FINANCIAL SERVICES CONTINUATION FUND LP
How much AUM does Relation Wealth Management, Inc. have?
Relation Wealth Management, Inc. reported $541.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Relation Wealth Management, Inc.?
Disclosed owners and executives of Relation Wealth Management, Inc. include RELATION INSURANCE, INC., HALL, TIMOTHY, JON, Rager, Kate, DOVER XI ASSOCIATES L.P., AQUILINE FINANCIAL SERVICES CONTINUATION FUND LP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.