# Reliance Wealth Management: new SEC registration, $134M AUM, San Antonio, TX

**Score:** 45/100

| 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/ |

## Why this score
- $134M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/332415). Last refreshed: 2026-10-28T20:49:58.746Z.
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.