|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Reliant Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 286230 |
| SEC # | 801-108818 |
| CIK # | 0001823393 |
| AUM | $520.6 M (2025-03-10) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 502-398-5050 |
| Address | 301 Townepark Circle Louisville, KY 40243 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grayscale Bitcoin MINI Trust BTC | 8.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,054 | 151.8 |
| (b) Individuals (high net worth individuals) | 570 | 368.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,625 | 520.6 |
| By Discretionary | ||
| Discretionary | 1,625 | 520.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,625 | 520.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.6 | |
| Total | 1,625 | 520.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001823393] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matthew Goff Investment Advisor LLC
✚
|
TX | 0.6 |
|
Brogan Financial Inc
✚
|
TN | 0.5 |
|
Brent Forrest & Associates LLC
✚
|
TX | 0.5 |
|
Cardinal Strategic Wealth Guidance LLC
✚
|
KY | 0.5 |
|
Sequoia Wealth Management LLC
✚
|
IL | 0.5 |
|
Beck Capital Management LLC
✚
|
TX | 0.5 |
|
Marketriders Inc
✚
|
MO | 0.5 |
|
The GenWealth Group Inc
✚
|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |
|
F&V Capital Management LLC
✚
|
FL | 0.5 |