Reliance Wealth Management

RIASEC RegisteredEst. 2026
Total AUM
$134M
Discretionary
$133M
99% of AUM
Avg account
$228K
Accounts
588
Employees
15
Advisory reps
7

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
332415
Registered since
January 12, 2026
Website
reliancefinancialpartners.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI58.02%
  • Individuals41.98%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Reliance Wealth Management is an independent, LLC-structured registered investment adviser that serves individual and family clients on a percentage-of-AUM fee model. The firm functions as a capital allocator and provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and selection of third‑party advisers. The practice reports an affiliation with an insurance company and does not self-identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 15%, Cash & Cash Equivalents 6%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3

  • Tyler Dunkelberger

    Partner & Chief Compliance OfficerCRD 7646750

  • DANA DUNKELBERGER

    Founder & CEOCRD 7269035

  • Sabrina Brown

    Chief Operating OfficerCRD 7255550

Contacts

3 of 4

  • GRACE SUCHY

    Insurance AgentCRD 4839676

  • Bryce Christopher

    Senior Solutions SpecialistCRD 7184224

  • Michael Olivarez

    Associate AdvisorCRD 7999887

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
6827 Cp Bullis Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth