RELEVE FINANCIAL GROUP, LLC
Legal name: RELEVE FINANCIAL GROUP
CRD #285243 SEC #801-108540 SCOTTSDALE, AZ 612-801-5440
SEC Registered
Total AUM
$222.8M
Discretionary
$222.8M
Employees
8
Clients
251
Accounts
1,266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $222.8M | $222.8M | $0 | 8 | 0 |
| Sep 2025 | $222.8M | $222.8M | $0 | 8 | 0 |
| Jul 2025 | $222.8M | $222.8M | $0 | 8 | 0 |
| May 2025 | $222.8M | $222.8M | $0 | 8 | 0 |
| Feb 2025 | $222.8M | $222.8M | $0 | 8 | 0 |
| Apr 2024 | $186.6M | $186.1M | $500.9K | 8 | 0 |
| Mar 2024 | $186.6M | $186.1M | $500.9K | 8 | 0 |
| Jul 2023 | $147M | $139.8M | $7.2M | 8 | 0 |
| Jun 2023 | $147M | $139.8M | $7.2M | 8 | 0 |
| Apr 2023 | $147M | $139.8M | $7.2M | 8 | 0 |
| Mar 2023 | $147M | $139.8M | $7.2M | 8 | 0 |
| Oct 2022 | $226.8M | $226.8M | $0 | 7 | 0 |
| Jul 2022 | $226.8M | $226.8M | $0 | 7 | 0 |
| Jul 2022 | $226.8M | $226.8M | $0 | 7 | 0 |
| Mar 2022 | $226.8M | $226.8M | $0 | 7 | 0 |
| May 2021 | $199.7M | $199.7M | $0 | 7 | 0 |
| Mar 2021 | $199.7M | $199.7M | $0 | 7 | 0 |
| Mar 2021 | $199.7M | $199.7M | $0 | 7 | 0 |
| Jan 2021 | $192.8M | $192.8M | $0 | 5 | 0 |
| Aug 2020 | $192.8M | $192.8M | $0 | 5 | 0 |
| May 2020 | $192.8M | $192.8M | $0 | 5 | 0 |
| Feb 2020 | $192.8M | $192.8M | $0 | 5 | 0 |
| Mar 2019 | $159.5M | $159.5M | $0 | 5 | 0 |
| Apr 2018 | $143.4M | $143.4M | $0 | 5 | 0 |
| Apr 2018 | $143.4M | $143.4M | $0 | 5 | 0 |
| Mar 2018 | $143.4M | $143.4M | $0 | 5 | 0 |
| Apr 2017 | $124.3M | $124.3M | $0 | 4 | 100 |
| Feb 2017 | $124.3M | $124.3M | $0 | 2 | 100 |
| Dec 2016 | $122M | $122M | $0 | 2 | 100 |
| Nov 2016 | $122M | $122M | $0 | 2 | 100 |
| Oct 2016 | $122M | $122M | $0 | 2 | 100 |
| Oct 2016 | $122M | $122M | $0 | 2 | 100 |
DateNov 2025
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$186.6M
Discretionary$186.1M
Non-Disc.$500.9K
Employees8
Clients0
DateMar 2024
Total AUM$186.6M
Discretionary$186.1M
Non-Disc.$500.9K
Employees8
Clients0
DateJul 2023
Total AUM$147M
Discretionary$139.8M
Non-Disc.$7.2M
Employees8
Clients0
DateJun 2023
Total AUM$147M
Discretionary$139.8M
Non-Disc.$7.2M
Employees8
Clients0
DateApr 2023
Total AUM$147M
Discretionary$139.8M
Non-Disc.$7.2M
Employees8
Clients0
DateMar 2023
Total AUM$147M
Discretionary$139.8M
Non-Disc.$7.2M
Employees8
Clients0
DateOct 2022
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$226.8M
Discretionary$226.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees4
Clients100
DateFeb 2017
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients100
DateDec 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees2
Clients100
DateNov 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees2
Clients100
DateOct 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees2
Clients100
DateOct 2016
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees2
Clients100