RELIC WEALTH MANAGEMENT LLC

RELIC WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 325946). Regulatory assets under management: $4.1M.

Registration

• CRD: 325946
• Type: Registered investment adviser
• Phone: 540-817-1475
• Latest filing: 2025-03-31
• Regulatory AUM: $4.1M
• Discretionary AUM: $4.1M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325946 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search