# Relation Wealth Management, Inc.

> Relation Wealth Management, Inc. is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 329961
- Filed as: RELATION WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329961
- AdvisorCensus page: https://advisorcensus.com/firm/relation-wealth-management-inc-tulsa-ok-329961

## Quick answers

**How is Relation Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Relation Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Relation Wealth Management, Inc. located?**
Relation Wealth Management, Inc.'s principal office is in Tulsa, OK, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Relation Wealth Management, Inc. registered with the SEC or a state?**
Relation Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329961.

**How much does Relation Wealth Management, Inc. manage?**
Relation Wealth Management, Inc. reports $541,213,086 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (57% discretionary).

**How have Relation Wealth Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Relation Wealth Management, Inc.: Regulatory assets under management: $0 in the October 2024 data and $541,213,086 in the October 2026 data. Total employees: 10 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Relation Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (30).

**Which custodians does Relation Wealth Management, Inc. use?**
Relation Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Transamerica Retirement Advisors, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Relation Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329961

**Does Relation Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "RWM generally does not impose a minimum relationship size."

**What changed in Relation Wealth Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> RWM generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Transamerica Retirement Advisors, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $541,213,086
- Discretionary: $306,863,136
- Non-discretionary: $234,349,950

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $21,895,439 |
| High net worth individuals | 42 | $144,984,201 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $284,349,950 |
| Charitable organizations | Fewer than 5 | $13,029,679 |
| Corporations or other businesses not listed above | Fewer than 5 | $76,953,817 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, FL, KS, NC, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Charlotte, NC
- Overland Park, KS

### Websites listed on Form ADV (Item 1.I)
- relationwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 10 | July 1, 2024 |
| October 2025 | $417,900,100 | 10 | March 17, 2025 |
| October 2026 | $541,213,086 | 14 | July 24, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $541,213,086 in the October 2026 data.
Total employees: 10 in October 2024 and 14 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in CA.

### June 2026
- Employees performing advisory functions went from 5 to 7.
- Registered or notice-filed in CO.

### May 2026
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $417,900,100 to $541,213,086 (+30%).

### November 2025
- Added an office in Charlotte, NC.
- No longer lists an office in Monroe, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Relation Wealth Management, Inc. (CRD 329961): Form ADV filing data as of October 2026.