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 RIA organized as a corporation and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients and charges clients on a percentage-of-AUM basis and via fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Relation Wealth works with third‑party managers rather than operating as a capital allocator and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
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 8
Michael 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
Similar firms
Council Oak Wealth Advisors
RIATulsa, OK
Melia Wealth LLC
RIATulsa, OK
Scissortail Wealth Management, LLC
RIATulsa, OK
Pinnacle Investment Advisors
RIATulsa, OK
Everpar Advisors LLC
RIATulsa, OK
The Legacy Financial Group, Inc.
RIATulsa, OK