Relation Wealth Management, Inc.

CRD 329961 · Tulsa, OK · $541.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 329961
SEC number: 801-129663
Firm type: RIA
Assets under management: $541.2M as of May 6, 2026
Website: www.relationwealth.com ↗
Phone: (918) 999-9138
Address: 10425 S. 82nd East Avenue, Tulsa, OK, 74133

Advisors at this firm

6 in our index · page 1 of 1

Michael Alan AlfredCRD 4558272 · Charlotte, NC

IA RegisteredRegistration inactive
Timothy John EllsworthCRD 1539321 · Tulsa, OK

IA RegisteredRegistration inactive
Robert Paul MarcouxCRD 4857455 · Tulsa, OK

IA RegisteredRegistration inactive
Scott A SchechingerCRD 4724573 · Tampa, FL

IA RegisteredRegistration inactive
Matthew A StalloneCRD 7051217 · Denver, CO

IA RegisteredRegistration inactive
Melissa Arnell ThompsonCRD 6429957 · Tulsa, OK

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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