RELATION WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 329961
- Registered since
- June 27, 2024
- Website
- www.relationwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRANSAMERICA RETIREMENT ADVISORS, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans52.54%
- HNWI26.79%
- Corporations / Businesses14.22%
- Individuals4.05%
- Charitable Organizations2.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Relation Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-AUM fees and fixed fees. Relation indicates it is not an active ESG investor and does not act as a capital allocator; it also lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities11%
- Non-Exchange Traded Equities11%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Charissa Hartmann
Chief Financial OfficerCRD 7228165
Contacts
3 of 8MICHAEL ALFRED
Sales LeaderCRD 4558272
TIMOTHY HALL
PresidentCRD 4967751
Kate Rager
General CounselCRD 7870629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 10425 S 82nd East Ave
- Time zone
- CT (UTC-6)
- Office locations
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