RELEVANCE CAPITAL MANAGEMENT

Legal name: RENCH WEALTH MANAGEMENT, INC.

CRD 159983File 801-72962

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$495.9M

Above cohort median (national)

Discretionary AUM

$495.9M

Clients

279

280 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jan 6, 2012
Principal office: 2556 LILLIAN MILLER PARKWAY, SUITE 105, DENTON, TX, 76210-7207
Phone: 940-387-7526
Website: https://www.relevancecm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $495.9M
Discretionary AUM: $495.9M
Non-discretionary AUM: $0
Discretionary accounts: 280
Non-discretionary accounts: 0
Total accounts: 280
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	143	$442.8M
Individuals (other than high net worth individuals)	136	$50.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.