Relation Wealth Management, Inc.
● SEC registered since 2024CRD 329961SEC# 801-129663Tulsa, OK
Reg. AUM
$541.2M
Employees
14
Accounts
350
Location
Tulsa, OK
Relation Wealth Management, Inc. assets under management
Relation Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Tulsa, OK. The firm has been registered since 2024. It reports $541.2 million in regulatory assets under management and employs 14 people.
Relation Wealth Management, Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charissa Lynn Hartmann Control | Chief Financial Officer | Under 5% | 2024 |
| Kate Rager Control | Chief Compliance Officer | Under 5% | 2024 |
| Relation Insurance, Inc. Control | Owner | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Relation Wealth Management, Inc. manage?
Relation Wealth Management, Inc. reports $541.2 million in regulatory assets under management on its Form ADV.
How many employees does Relation Wealth Management, Inc. have?
Relation Wealth Management, Inc. reports 14 employees.
Where is Relation Wealth Management, Inc. located?
Relation Wealth Management, Inc. is based in Tulsa, OK and has been SEC-registered since 2024.
Does Relation Wealth Management, Inc. disclose fund performance?
Relation Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10425 S. 82nd East Avenue, Suite 110, Tulsa, OK 74133 |
| Phone | (918) 999-9138 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$541.2M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$541.2Mregulatory AUM
Discretionary $306.9MNon-discretionary $234.3M