1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RELATION WEALTH MANAGEMENT, INC.

Map pinTULSA, OK
Phone(918) 999-9138
NotebookSEC #801-129663
Total AUM
$541.2M
Employees
14
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10425 S. 82ND EAST AVENUE
SUITE 110
TULSA
OK 74133
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(918) 999-9138
Other Offices
4

ReceiptFinancials

Total AUM
$541.2M
Accounts
350
Discretionary
$306.9M
Accounts
328
Non-Discretionary
$234.3M
Accounts
22

ContactClients

View more in analytics →

Individual Clients
54
AUM
$21.9M
HNW Individual Clients
42
AUM
$145M
Pension/Profit Sharing Plan Clients
30
AUM
$284.3M
Charitable Organization Clients
1
AUM
$13M
Corporation or Business Clients
1
AUM
$77M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCOFLKSNCOKTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account