Reliance Wealth Management: new SEC registration, $134M AUM, San Antonio, TX
Reliance Wealth Management (San Antonio, Texas): new SEC registration, $134M AUM, San Antonio, TX. Its amount of 134 is above the median of 134 (50th percentile). Dated 297 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 134 · 50th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Reliance Wealth Management |
| Legal name | S & D Financial, L.L.C. |
| CRD | 332415 |
| Status | Approved |
| Registered with the SEC | 2026-01-12 |
| Latest Form ADV filing | 2026-05-11 |
| Location | San Antonio, TX, United States |
| Regulatory AUM | $134,178,280 |
| Accounts | 588 |
| Employees | 15 |
| Website | https://reliancefinancialpartners.com/ |
| amount percentile | 50th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TX first): Eight Partners Vc, LLC · The Energy & Minerals Group LP · Guidestone Investment Services · Pan Capital Management LP · Paradigm Global Investors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Reliance Wealth Management and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Reliance Wealth Management's amount: 50th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $134M under management.
- Website on file.
What is the NewRiaPulse record for Reliance Wealth Management in San Antonio, Texas?
Reliance Wealth Management received SEC registration as an investment adviser (2026-01-12) with $134,178,280 in regulatory assets under management, based in San Antonio, TX.
How does Reliance Wealth Management compare to other Texas NewRiaPulse records?
Its amount of 134 sits in the upper half (50th percentile) of 1,149 records; the median is 134. It is 297 days old; check the official source for later updates before acting.
Reliance Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Reliance Wealth Management | San Antonio, TX | 134 | 50th | 2026-01-12 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.