RELIANCE WEALTH MANAGEMENT
  • RELIANCE WEALTH MANAGEMENT
  • S&D FINANCIAL, LLC
  • S & D FINANCIAL, L.L.C.
  • RELIANCE RETIREMENT
  • RELIANCE FINANCIAL PARTNERS

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Adviser Profile

As of Date 05/11/2026
Registration SEC, Approved, 01/12/2026
Other registrations (2)
Former registrations

S & D FINANCIAL, L.L.C.

ADV Location SAN ANTONIO, TX, United States
Contact Info 210 xxxxxxx
Websites
AUM* 134,178,280
of that, discretionary 133,475,628
Number of Employees 15
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 228,194
% High Net Worth 14.57%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

133M 114M 95M 76M 57M 38M 19M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees