# Reliance Wealth Management

> Reliance Wealth Management is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 332415
- Filed as: RELIANCE WEALTH MANAGEMENT
- Legal name: S & D Financial, L.L.C.
- Also doing business as: RELIANCE FINANCIAL PARTNERS, RELIANCE RETIREMENT, RELIANCE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332415
- AdvisorCensus page: https://advisorcensus.com/firm/reliance-wealth-management-san-antonio-tx-332415

## Quick answers

**How is Reliance Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Reliance Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Reliance Wealth Management located?**
Reliance Wealth Management's principal office is in San Antonio, TX, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Reliance Wealth Management registered with the SEC or a state?**
Reliance Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332415.

**How much does Reliance Wealth Management manage?**
Reliance Wealth Management reports $134,178,280 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (99% discretionary).

**What types of clients does Reliance Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (44).

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

**Does Reliance Wealth Management 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/332415

**What changed in Reliance Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Added the business name Reliance Financial Partners.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company 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: $134,178,280
- Discretionary: $133,475,628
- Non-discretionary: $702,652

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 258 | $56,322,687 |
| High net worth individuals | 44 | $77,855,593 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 15 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Kerrville, TX
- New Braunfels, TX

### Websites listed on Form ADV (Item 1.I)
- reliancefinancialpartners.com
- reliancewealthmgmt.com
- Facebook @reliancefinancialpartners
- Facebook @relianceretirement
- Instagram @reliance.fp
- Instagram @reliance.wealth
- LinkedIn @4819508
- LinkedIn @reliancefinancialpartners

## Changes in the filing (last 12 months)

### June 2026
- Added the business name Reliance Financial Partners.

### March 2026
- Employees performing advisory functions went from 6 to 5.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reliance Wealth Management (CRD 332415): Form ADV filing data as of October 2026.