Chief Executive Officer · Relation Wealth Management, Inc.
Timothy J. Hall
CRD 4967751 · Named on Form ADV at one SEC-registered adviser
At a glance
Relation Wealth Management, Inc., an SEC-registered asset manager based in Tulsa, OK with $541 million in regulatory assets, lists Timothy J. Hall on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Relation Wealth Management, Inc.Chief Executive OfficerAsset manager · Tulsa, OK · $541M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Charissa L. HartmannChief Financial Officer, Relation Wealth Management, Inc.
- Kate RagerChief Compliance Officer, Relation Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.