Reliance Financial Corporation
$122M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$109M
$243M
2022
2025
Same-firm comparison: 1 firms that reported Reliance Financial Corporation in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Martel Wealth Advisors, Llc | $122M | $1.5B | 8.4% | 01/28/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.