RELATION WEALTH MANAGEMENT, INC. of TULSA, OK is an SEC-registered investment adviser (CRD 329961). Regulatory assets under management: $541.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |