Relic Wealth Management LLC

Overview

Relic Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers a mix of financial planning and portfolio management services across private clients, small businesses, and institutional/business relationships. Stated advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm uses several fee models — percentage of assets under management, fixed fees, and performance-based fees — depending on client engagement. Filings indicate Relic Wealth Management LLC does not position itself as an active ESG investor and is not listed as a multistate adviser in the provided dataset.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices