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ReLion Assets Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,203,084
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
64% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$288,123
About
ReLion Assets Management is a fee-based financial planning and investment management firm that provides discretionary portfolio management and fixed-fee financial planning to individuals, high-net-worth clients, and corporate or other business clients. The firm reported approximately $7.8 million in discretionary assets under management as of March 31, 2026.
ReLion tailors investment programs to clients’ objectives, time horizons, and risk tolerance, using fundamental and technical analysis and documenting strategies in investment policy statements; portfolios are monitored and reviewed periodically with custodial account reporting. The firm accepts discretionary trading authority and relies on Charles Schwab Institutional for custody and execution services.
Distinctive features include an affiliated insurance agency maintained by the managing member, who allocates about 10% of time to insurance activities and may offer insurance products for separate compensation; this affiliation and the related potential for commission-based recommendations are disclosed as a conflict of interest and mitigated by fiduciary obligations and client choice. The firm also participates in Charles Schwab’s institutional program and discloses receipt of economic and administrative benefits from that relationship while clients’ assets remain with an independent custodian.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Wealth management
Fee options
Fixed fee between $500 and $2,000 for financial planning
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $3,000,000: 0.40% annually $3,000,001+: 0.20% annually
Account minimum: $100,000
Main office location
ReLion Assets Management, LLC
Rancho Mirage CA, United States
Number of offices
1
Most active in
ReLion Assets Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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