Data / Investment advisers / Oklahoma / Relation Wealth Management, Inc.
Relation Wealth Management, Inc., Tulsa, OK: $541 million AUM, SEC registered investment adviser
Relation Wealth Management, Inc. is an SEC registered investment adviser with its main office in Tulsa, Oklahoma and reports $541 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include pension and profit sharing plans, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 329961
- SEC file number
- 801-129663
- SEC status
- Approved, effective June 27, 2024
- Main office
- 10425 S. 82nd East Avenue Suite 110, Tulsa, OK 74133
- Phone
- (918) 999-9138
- Website
- relationwealth.com
- Regulatory AUM
- $541,213,086 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $306,863,136
- Non discretionary AUM
- $234,349,950
- Accounts
- 350
- Employees
- 14, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 30 | $284.3 million |
| High net worth individuals | 42 | $145 million |
| Corporations or other businesses | Fewer than 5 | $77 million |
| Individuals (other than high net worth individuals) | 54 | $21.9 million |
| Charitable organizations | Fewer than 5 | $13 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $541.2 million | March 5, 2026 |
| December 1, 2025 | $417.9 million | October 31, 2025 |
Other advisers in Tulsa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hogantaylor Wealth | Tulsa | $592.8 million | Not listed | adviserinfo.sec.gov |
| The Legacy Financial Group, Inc. | Tulsa | $590.7 million | Not listed | adviserinfo.sec.gov |
| Everpar Advisors LLC | Tulsa | $587.8 million | Not listed | adviserinfo.sec.gov |
| Scissortail Wealth Management, LLC | Tulsa | $568.2 million | Not listed | adviserinfo.sec.gov |
| Melia Wealth LLC | Tulsa | $560.1 million | Not listed | adviserinfo.sec.gov |
| Council Oak Wealth Advisors | Tulsa | $529.4 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Investment Advisors | Tulsa | $508.3 million | 3 | adviserinfo.sec.gov |
| Burkholder Wealth Management | Tulsa | $379.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tulsa, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Relation Wealth Management, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.