R
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
2 yrs Firm Age
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- Custodian
- Bank OF America · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2023
- Office Locations
- 1
Office Locations
-- Ponder TX
About Relic Wealth Management LLC
Relic Wealth Management LLC is a Ponder-based RIA. The firm has been operating for 2 years. Managing $4.1M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Fidelity/NFS.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$58.6K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Ross Lewis Richmond
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6748924
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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T
Thomas Andrew Barber
--
- CRD
- #8209781
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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