Sabrina L. Brown

RELIANCE WEALTH MANAGEMENT

San Antonio, TX 78256

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CRD#: 7255550

Professional summary

Sabrina Lennhoff Brown, who also goes by Sabrina Amy Lennhoff, is a registered financial advisor currently at RELIANCE WEALTH MANAGEMENT located in San Antonio, Texas.

Sabrina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Sabrina has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sabrina Amy Lennhoff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Lennhoff Brown's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 7, 2025 - Present

RELIANCE WEALTH MANAGEMENT

Office #1: 6827 Camp Bullis Rd. Suite 402, San Antonio, TX 78256Office #2: 6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256

RIA

CRD#: 332415

San Antonio, TX

Past

August 30, 2021 - July 24, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

San Antonio, TX

Past

April 20, 2021 - August 11, 2021

VISIONARY WEALTH MANAGEMENT, LLC

RIA

CRD#: 311702

SAN ANTONIO, TX

Past

May 18, 2020 - May 27, 2022

GIBBS WEALTH MANAGEMENT, LLC

RIA

CRD#: 281621

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELIANCE WEALTH MANAGEMENT

RELIANCE RETIREMENT | S&D FINANCIAL, LLC | S & D FINANCIAL, L.L.C. | RELIANCE WEALTH MANAGEMENT

CRD#: 332415 / SEC#: 801-135117

RIA

Registered Investment Advisory firm - (1/12/2026 Approved)

Texas

Registered Investment Advisory firm - (1/13/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2020

Uniform Investment Adviser Law Examination

Current Firm

RELIANCE WEALTH MANAGEMENT

RELIANCE RETIREMENT | S&D FINANCIAL, LLC | S & D FINANCIAL, L.L.C. | RELIANCE WEALTH MANAGEMENT

CRD#: 332415 / SEC#: 801-135117

RIA

Registered Investment Advisory firm - (1/12/2026 Approved)

Texas

Registered Investment Advisory firm - (1/13/2026 Terminated)

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Contact information

Main Address

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256

Mailing Address

Phone number

(210) 255-3040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	588
AUM (Assets Under Management)	$ 134,178,280

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sabrina L. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sabrina Lennhoff Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANCE WEALTH MANAGEMENT

COPPELL ADVISORY SOLUTIONS LLC

VISIONARY WEALTH MANAGEMENT, LLC

GIBBS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

RELIANCE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2020

Current Firm

RELIANCE WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELIANCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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