Relic Wealth Management LLC

Overview

Relic Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers a mix of fee arrangements: a percentage-of-AUM model, fixed fees, and performance-based fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; however, it does not identify itself as a pension consultant in its filing. The firm is not positioned as a capital allocator and does not describe itself as an active ESG investor. It is not registered as a multi-state adviser and is not identified as a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices