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Michael Alejandro Olivarez

Reliance Wealth Management

San Antonio, TX

CRD 7999887

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Employer firm

Reliance Wealth Management CRD 332415

$134M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Reliance Wealth Management

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-09
  • TX RA
    APPROVED
    Since 2026-04-09

Branch Locations

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goodstein Wealth Management, Llc Encino CA 10/2024 12/2025
Full Time Student Northridge CA 01/2014 05/2024
Goodstein Wealth Management, Llc Encino CA 11/2021 10/2024
Reliance Financial Partners San Antonio TX 12/2025 Present
Reliance Financial Partners San Antonio TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2024-10-07

View on SEC IAPD

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Nearby Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

More in San Antonio, TX

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