Reliant Wealth Planning LLC

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Assets, Funds, Holdings

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Reliant Wealth Planning LLC
CRD #286230
SEC #801-108818
CIK #0001823393
AUM 595.2 M (2026-03-31)
Employees 13 (46% Investors, 0% Brokers)
Phone502-398-5050
Address301 Townepark Circle
Louisville, KY 40243
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
60048036024012002010201520212027
Sector Form 13F Holdings Value ($M)
iShares Gold Trust Micro 15.7
Grayscale Bitcoin MINI Trust BTC 5.4
Grayscale Ethereum MINI Trust ETH 2.4
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
3502802101407002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,058 155.1
(b) Individuals (high net worth individuals) 642 440.1
(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 1,701 595.2
By Discretionary
Discretionary 1,701 595.2
Non-Discretionary 0 0.0
Total 1,701 595.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 595.2
Total 1,701 595.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001823393]
Firm Profile (Form ADV)
ServesRetail, Research
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