A complete list of active advisors currently associated with ReLion Assets Management, LLC

Warmer can help you find a great advisor at ReLion Assets Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at ReLion Assets Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christian Choi	Rancho Mirage, CA	17

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