Reliance Wealth Management
Reliance Wealth Management is an SEC-registered mass-market adviser in San Antonio, TX with $134.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Reliance Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332415, SEC 801-135117, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $134.2M (2026-05-11)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 15
- Clients
- 302
- CRD
- 332415
- Ownership
- Dunkelberger, Tyler, Robert; DUNKELBERGER, DANA, WILLIAM; Brown, Sabrina, Lennhoff
How much AUM does Reliance Wealth Management have?
Reliance Wealth Management reported $134.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Reliance Wealth Management?
Disclosed owners and executives of Reliance Wealth Management include Dunkelberger, Tyler, Robert, DUNKELBERGER, DANA, WILLIAM, Brown, Sabrina, Lennhoff. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.