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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 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 |
|---|---|---|---|---|
| Brown, Sabrina, Lennhoff | I | CHIEF OPERATING OFFICER | NA | Control |
| Dunkelberger, Tyler, Robert | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNKELBERGER, DANA, WILLIAM | I | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (4)
CA LA NJ TX
Address
6827 CAMP BULLIS RDSTE 402
SAN ANTONIO, TX 78256
United States
Phone: 210-255-3040