RIA Intelligence

RELIANCE WEALTH & TRUST PARTNERS, LLC

CRD #149354 SEC #801-70151 TAMPA, FL 813-343-0009
SEC Registered
Total AUM
$38M
Discretionary
$38M
Employees
1
Clients
1
Accounts
166

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
PATEL, BHAVESH, DINUBHAIIMANAGING MEMBER/ CHIEF COMPLIANCE OFFICERD Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
GOVINDARAJU, RUDRAPATNAIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control
NIRGUDKAR, AMOLIOWNERC Control

Registrations

Federal

IA
Mar 1, 2012 REGISTERED

Notice Filings (1)

FL

Address

13940 NORTH DALE MABRY HIGHWAY
TAMPA, FL 33618
United States
Phone: 813-343-0009