RELIANT WEALTH PLANNING, LLC
Adviser information for RELIANT WEALTH PLANNING, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,551 | $469.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,551 | $469.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,031 | $142.6M |
| HNW Individuals | 519 | $326.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $17,520 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 469.1M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| RELIANT WEALTH MANAGEMENT PROGRAM | RELIANT WEALTH PLANNING, LLC |
Identifiers
| SEC RIA File Number | 801-108818 |
|---|---|
| SEC ERA File Number | 801-108818 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286230 |
| Legal Entity Identifier | None |
Principal Office
301 TOWNEPARK CIRCLELOUISVILLE
KY
United States
Monday - Friday, 8AM TO 4:30PM
Tel: 502-398-5050, Fax: 502-398-5018
Chief Compliance Officer
TRICIA FLEEGE ETTIN
301 TOWNEPARK CIRCLE
LOUISVILLE
KY
United States
Tel:
502-398-5050
T****@************************M
(Full email address available in API data)
Regulatory Contact
SHAUN CHELF
MANAGING MEMBER
301 TOWNEPARK CIRCLE
LOUISVILLE
KY
United States
Tel:
502-398-5050
S****@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Chelf, Shaun, William Patrick | Individual | – | MANAGING MEMBER | 01/2017 | 50-75% |
| Clark, Laura, Jean | Individual | – | MANAGING MEMBER | 01/2017 | 50-75% |
| ETTIN, TRICIA, FLEEGE | Individual | – | CCO | 01/2017 | < 5% |