Relation Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated April 21, 2026, reports $541M in regulatory assets under management, 12 employees, 3 offices, and 350 accounts.
Assets Under Management
$541M
Employees
14
Offices
4 offices
Total Clients
126
Primary office
TULSA, OK
10425 S. 82ND EAST AVENUE, SUITE 110, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.9% of total clients.
Top client categories% of clientsClients
1
Individuals
42.9%
54
2
HNWI
33.3%
42
3
Pension Plans
23.8%
30
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$541Mas of May 6, 2026
Discretionary56.7%
$307M
57% of total RAUM56.7%
Non-discretionary43.3%
$234M
43% of total RAUM43.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$541M
Total Accounts350
10Y AUM Change+$541M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee9:1
10Y Employee Change+4 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.