SAN ANTONIO, TXCRD 332415Latest ADV February 12, 2026
Reliance Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated February 12, 2026, reports $134M in regulatory assets under management, 15 employees, 2 offices, and 588 accounts.
Assets Under Management
$134M
Employees
15
Offices
2 offices
Total Clients
302
Primary office
SAN ANTONIO, TX
6827 CAMP BULLIS RD, STE 402, SAN ANTONIO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
258
2
HNWI
14.6%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of February 12, 2026
Discretionary99.5%
$133M
99% of total RAUM99.5%
Non-discretionary0.5%
$703K
1% of total RAUM0.5%
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.
Latest AUM$134M
Total Accounts588
10Y AUM Change+$8M (+6.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee20:1
10Y Employee Change0 (0.0%)
* 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.