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RELIANCE WEALTH MANAGEMENT

SAN ANTONIO, TX · CRD 332415 · IAPD ↗ · reliancefinancialpartners.com · 210-255-3040

$134.2MRegulatory AUM
5Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — RELIANCE WEALTH MANAGEMENT (SAN ANTONIO, TX) is newly SEC-registered with $125.9M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.