Reliant Wealth Planning, LLC
Reliant Wealth Planning, LLC is an SEC-registered mass-market adviser in Louisville, KY with $595.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Reliant Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286230, SEC 801-108818, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $595.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 13
- Clients
- 1,701
- CRD
- 286230
- Ownership
- Chelf, Shaun, William Patrick; Clark, Laura, Jean; ETTIN, TRICIA, FLEEGE; Ettin, Tricia, Fleege; KESTRA ADVISOR SERVICES HOLDINGS C, INC
How much AUM does Reliant Wealth Planning, LLC have?
Reliant Wealth Planning, LLC reported $595.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Reliant Wealth Planning, LLC?
Disclosed owners and executives of Reliant Wealth Planning, LLC include Chelf, Shaun, William Patrick, Clark, Laura, Jean, ETTIN, TRICIA, FLEEGE, Ettin, Tricia, Fleege, KESTRA ADVISOR SERVICES HOLDINGS C, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.