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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALL, TIMOTHY, JON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALL, TIMOTHY, JON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALL, TIMOTHY, JON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALL, TIMOTHY, JON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HALL, TIMOTHY, JON | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Hartmann, Charissa, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hartmann, Charissa, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hartmann, Charissa, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hartmann, Charissa, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Hartmann, Charissa, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rager, Kate | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Rager, Kate | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Rager, Kate | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Rager, Kate | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Rager, Kate | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RELATION INSURANCE, INC. | DE | OWNER | E | Control |
| RELATION INSURANCE, INC. | DE | OWNER | E | Control |
| RELATION INSURANCE, INC. | DE | OWNER | E | Control |
| RELATION INSURANCE, INC. | DE | OWNER | E | Control |
| RELATION INSURANCE, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RELATION HOLDCO, INC. | DE | RELATION INSURANCE, INC. | E | Control |
| RELATION HOLDCO, INC. | DE | RELATION INSURANCE, INC. | E | Control |
| RELATION HOLDCO, INC. | DE | RELATION INSURANCE, INC. | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (5)
AR KS NC OK TX
Address
10425 S 82ND EAST AVESUITE 110
TULSA, OK 74133
United States
Phone: (918) 999-9138