RELATION WEALTH MANAGEMENT, INC.

Tulsa, United States · CRD 329961

SEC-registered investment adviser since 2024 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$541.2m
Main clients (by assets)Pension plans 53%, High net worth individuals 27%, Companies 14%
Websiterelationwealth.com
Form ADV · 2026-07-24SEC adviser record

Kindinstitutions
Others nearbyTulsa, OK, Charlotte, NC, Overland Park, KS

As an employer

Staff (Form ADV)14 · 7 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Tulsa, OK (main office)United States	United States	about 5
Charlotte, NCUnited States	United States	2
Overland Park, KSUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.