RIA Intel›Advisers›Kentucky›RELIANT WEALTH PLANNING, LLC

RELIANT WEALTH PLANNING, LLC

Advisory

N·LOUISVILLE, KY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$595M
1-Year AUM Growth
+16.0%
3-Year CAGR
+7.5%
Employees
6
Assets Under Management
Total AUM$595M
Discretionary AUM$595M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,625
Team
Total Employees6
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingDec 7, 2016
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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