# RELATION WEALTH MANAGEMENT, INC.

RELATION WEALTH MANAGEMENT, INC. of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 329961
- Type: SEC-registered investment adviser
- SEC file number: 801-129663
- Location: 10425 S. 82ND EAST AVENUE, SUITE 110, TULSA, OK, 74133
- Phone: (918) 999-9138
- Latest filing: 2026-07-24
- Regulatory AUM: $541.2M
- Discretionary AUM: $306.9M
- Non-discretionary AUM: $234.3M
- Clients: 14
- Accounts: 350

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Jon Hall | CHIEF EXECUTIVE OFFICER | — |
| Charissa Lynn Hartmann | CHIEF FINANCIAL OFFICER | — |
| Kate Rager | CHIEF COMPLIANCE OFFICER | Chicago, IL |
| HALL TIMOTHY JON | CHIEF EXECUTIVE OFFICER | — |
| Hartmann Charissa Lynn | CHIEF FINANCIAL OFFICER | — |
| Rager Kate | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329961/similar
- Related entities: https://search.stillhousedata.com/firm/329961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329961

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.