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RELIANT WEALTH PLANNING, LLC
CRD 286230 · SEC 801-108818
301 TOWNEPARK CIRCLE, LOUISVILLE, KY, 40243, United States
Phone
502-398-5050
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$595.2M
Discretionary AUM
$595.2M
Team
13 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1058 | $155.1M |
| High net worth individuals | 642 | $440.1M |
| Charitable organizations | 1 | $22K |
States served
AL, AK, AZ, CA, DC, GA, IL, IN, KY, MI, MN, NE, NM, NY, NC, OH, OK, PA, SC, TN, VA, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD