RELATION WEALTH MANAGEMENT, INC.
CRD #329961 SEC #801-129663 TULSA, OK (918) 999-9138
SEC Registered
Total AUM
$417.9M
Discretionary
$263.5M
Employees
10
Clients
0
Accounts
276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $417.9M | $263.5M | $154.4M | 10 | 0 |
| Mar 2025 | $417.9M | $263.5M | $154.4M | 10 | 0 |
| Oct 2024 | $299.1M | $253.6M | $45.5M | 10 | 0 |
| Jul 2024 | $0 | $0 | $0 | 10 | 0 |
| Feb 2024 | $0 | $0 | $0 | 10 | 0 |
DateOct 2025
Total AUM$417.9M
Discretionary$263.5M
Non-Disc.$154.4M
Employees10
Clients0
DateMar 2025
Total AUM$417.9M
Discretionary$263.5M
Non-Disc.$154.4M
Employees10
Clients0
DateOct 2024
Total AUM$299.1M
Discretionary$253.6M
Non-Disc.$45.5M
Employees10
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0