Relation Wealth Management

RELATION WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in TULSA, OK, registered since 2024. The firm manages $541 million in assets, with...

Relation Wealth Management

RELATION WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in TULSA, OK, registered since 2024. The firm manages $541 million in assets, with $307 million on a discretionary basis. It employs 14 staff and 7 investment advisers.

General information

Firm type

Multi Family Office

Is Relation Wealth Management a single-family or multi-family office?

Publicly available incorporation records and firm listings classify it as a multi-family office, serving multiple private families rather than a single source of wealth.

Does Relation Wealth Management disclose its assets under management?

No. The firm does not publish an AUM figure in regulatory filings, website materials, or industry databases, making independent verification currently impossible.

Which asset classes does Relation Wealth Management invest in?

The firm has not disclosed its asset-class mix, investment stage preferences, or specific portfolio holdings. Its stated services suggest a generalist wealth management mandate, but the precise allocation strategy is not public.

Where are Relation Wealth Management's offices located?

Office locations have not been confirmed through primary sources. The firm's operational footprint, including any headquarters city or regional presence, remains undisclosed.

Who leads investment decisions at Relation Wealth Management?

Named principals and key investment decision-makers are not identified in any publicly available source, including firm communications or regulatory records.

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