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Chief Financial Officer and Chief Compliance Officer · Reliance Wealth Management

Tyler R. Dunkelberger

CRD 7646750 · Named on Form ADV at one SEC-registered adviser

At a glance

Reliance Wealth Management, an SEC-registered wealth manager based in SAN Antonio, TX with $134 million in regulatory assets, lists Tyler R. Dunkelberger on its Form ADV as Chief Financial Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Reliance Wealth ManagementChief Financial Officer and Chief Compliance OfficerWealth manager · SAN Antonio, TX · $134M in regulatory assets

AtlasMembers

Tyler’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tyler’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.