S & D FINANCIAL, L.L.C.
Legal name: RELIANCE WEALTH MANAGEMENT
CRD #332415 SEC #801-135117 SAN ANTONIO, TX 210-255-3040
SEC Registered
Total AUM
$125.9M
Discretionary
$125.9M
Employees
15
Clients
0
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $125.9M | $125.9M | $0 | 15 | 0 |
DateDec 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees15
Clients0