CRD: 332415
Reliance Wealth Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2025
- Office Locations
- 1
Office Locations
About Reliance Wealth Management
Reliance Financial Partners is a Texas-based retirement planning firm serving individuals nearing or already in retirement. Its Plan on Purpose process integrates investment strategy, retirement income, tax considerations, health care planning, and legacy planning, with separate insurance services available. Investment advisory services are offered through Reliance Wealth Management, a Texas-registered investment adviser, with client assets commonly custodied at Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANA WILLIAM DUNKELBERGER
Chief Executive Officer, Managing Member
- CRD
- #7269035
- Ownership
- 75% or more
Sabrina Lennhoff Brown
CHIEF OPERATING OFFICER
- CRD
- #7255550
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Bryce Hudson Christopher
--
- CRD
- #7184224
KEVIN KUSTELSKI
--
- CRD
- #7694553
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,475,628 | $229,734 |
| Non-Discretionary | $702,652 | $100,379 |
| Total | $134,178,280 | $228,194 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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