This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2024
- Office Locations
- 4
Office Locations
About Relation Wealth Management, Inc.
Relation Wealth Management is an independent RIA providing comprehensive wealth management and customized financial planning, including retirement distribution strategy, estate and trust integration, charitable and leveraged gifting, and executive compensation/business planning. Investment work centers on asset allocation with portfolio performance and benchmarking. Custody includes Charles Schwab; offices in Tulsa and Charlotte.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY JON HALL
Chief Executive Officer
- CRD
- #4967751
- Ownership
- Less than 5%
Charissa Lynn Hartmann
Chief Financial Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL ALAN ALFRED
Sales Leader
- CRD
- #4558272
TIMOTHY JOHN ELLSWORTH
Managing Partner
- CRD
- #1539321
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,863,136 | $935,558 |
| Non-Discretionary | $234,349,950 | $10,652,270 |
| Total | $541,213,086 | $1,546,323 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing