PPrivate Fund Data Log in Join · $37/mo

Reliant Wealth Planning, LLC

● SEC registered since 2017CRD 286230SEC# 801-108818Louisville, KY
Export (members)
Reg. AUM
$520.6M
Employees
13
Accounts
1,625
Location
Louisville, KY

Reliant Wealth Planning, LLC assets under management

Reliant Wealth Planning, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2017. It reports $520.6 million in regulatory assets under management and employs 13 people.
www.reliantwealthplanning.comView on SEC.gov ↗

Reliant Wealth Planning, LLC owners & executives

16 reported
NameTitleOwnershipSince
Bluespring Wealth Partners, LLC ControlOwnerOver 75%2025
Laura Jean Clark ControlWealth AdvisorUnder 5%2017
Shaun William Patrick Chelf ControlWealth AdvisorUnder 5%2017
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Reliant Wealth Planning, LLC manage?

Reliant Wealth Planning, LLC reports $520.6 million in regulatory assets under management on its Form ADV.

How many employees does Reliant Wealth Planning, LLC have?

Reliant Wealth Planning, LLC reports 13 employees.

Where is Reliant Wealth Planning, LLC located?

Reliant Wealth Planning, LLC is based in Louisville, KY and has been SEC-registered since 2017.

Does Reliant Wealth Planning, LLC disclose fund performance?

Reliant Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 Townepark Circle, Louisville, KY 40243
Phone502-398-5050
Office hours8a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1823393
Discloses disciplinary historyNo

Assets under management

Discretionary$520.6M
Non-discretionary$0
Total (RAUM)$520.6M