This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$134MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$133M

Private client RAUM

$134MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$19.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

15

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

588

Individual clients

258

High net worth clients

44

SEC number

801-135117

CRD

332415

Filings on the tape

3

First filed

Dec 8, 2025

Latest filed

May 11, 2026

Organised

Limited Liability Company, TX

Website

reliancefinancialpartners.com

• Occurred

  Nov 24, 2025
  Advisor changed firm

  Anthony Russell Vasquez left Reliance Wealth Management for Avora Wealth Llc (registered 2026-01-14)

  Form ADVobserved 4 days ago
• Occurred

  Jul 24, 2025
  Team lift-out

  5 advisors left Coppell Advisory Solutions LLC (Dallas, TX) for Reliance Wealth Management on the same day

  Form ADVobserved 3 days ago
  5 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c51353bf-380f-3e6d-8a08-7eccd428b190

First observed

Dec 8, 2025

Last observed

May 11, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.