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Building 2RELIANT WEALTH PLANNING, LLC

Map pinLOUISVILLE, KY
Phone502-398-5050
NotebookSEC #801-108818
Total AUM
$595.2M
Employees
13
Clients
1,701

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 TOWNEPARK CIRCLE
LOUISVILLE
KY 40243
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Phone
502-398-5050

ReceiptFinancials

Total AUM
$595.2M
Accounts
1,701
Discretionary
$595.2M
Accounts
1,701
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,058
AUM
$155.1M
HNW Individual Clients
642
AUM
$440.1M
Charitable Organization Clients
1
AUM
$22.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCADCFLGAILINKYMIMNMONCNENMNYOHOKPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.

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