RW
Relic Wealth Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 325946
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ADV data as of Sep 18, 2026
- Regulatory AUM
- $4.1M
- Discretionary
- $4.1M
- Clients
- 70
- Avg AUM / client
- $58.6K
- Accounts
- 70
- Employees
- 1
AUM over time
$4.1M
$4.1M
Mar 31, 2025
Sep 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $4.1M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross Lewis Richmond | Registered representative | Nov 2023 (3y) | ||
| Thomas Andrew Barber | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2025 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 18, 2026.
View current Form ADV (SEC/IAPD) ↗