Tech stack
No one at Relation Wealth Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $225M held · filed Oct 2024
T
Transamerica Retirement Advisors, LLC
Per Form ADV · $74M held · filed Oct 2024