RIA Intelligence

RELIANT WEALTH PLANNING, LLC

CRD #286230 SEC #801-108818 LOUISVILLE, KY 502-398-5050
SEC Registered
Total AUM
$520.6M
Discretionary
$520.6M
Employees
13
Clients
--
Accounts
1,625

AUM Over Time

DateDec 2025
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees13
Clients0
DateFeb 2025
Total AUM$520.6M
Discretionary$520.6M
Non-Disc.$0
Employees13
Clients0
DateOct 2024
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$469.1M
Discretionary$469.1M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees15
Clients2
DateJul 2023
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees15
Clients2
DateMar 2023
Total AUM$404.3M
Discretionary$404.3M
Non-Disc.$0
Employees15
Clients2
DateDec 2022
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees13
Clients1
DateJul 2022
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2022
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2022
Total AUM$444.5M
Discretionary$444.5M
Non-Disc.$0
Employees13
Clients1
DateMar 2021
Total AUM$361.4M
Discretionary$361.4M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$319.8M
Discretionary$319.8M
Non-Disc.$0
Employees12
Clients0
DateApr 2020
Total AUM$319.8M
Discretionary$319.8M
Non-Disc.$0
Employees12
Clients0
DateNov 2019
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients0
DateNov 2019
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients0
DateOct 2019
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees9
Clients0
DateAug 2017
Total AUM$254.9M
Discretionary$254.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2017
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees8
Clients0