Relic Wealth Management LLC
RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$58.6K
Accounts
70
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 325946
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Relic Wealth Management LLC operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm offers a range of advisory services, including financial planning, portfolio management for both individuals and small businesses, and pension consulting. The firm’s investment strategy reflects a commitment to personalized financial solutions tailored to the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Derivatives40%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Ross Richmond
CEOCRD 6748924
Contacts
1 of 1
Thomas Barber
Investment Advisor RepresentativeCRD 8209781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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