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 01/14/2026
Registration status Registration Changed to S & D FINANCIAL, L.L.C.
ADV Location SAN ANTONIO, TX, United States
Contact Info 210 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 16
of those in investment advisory functions 5
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

Client Types

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees