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RELIANT WEALTH PLANNING, LLC

LOUISVILLE, KY · CRD 286230 · IAPD ↗ · reliantwealthplanning.com · 502-398-5050

$595.2MRegulatory AUM
6Advisory reps
13Employees
0Clients
More than 500Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
January 2026 — RELIANT WEALTH PLANNING, LLC notice-filed in AK, AL, NM, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
April 2025 — RELIANT WEALTH PLANNING, LLC filed an Item 4A succession naming RELIANT WEALTH PLANNING, LLC (CRD 286230) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
70
March 2025 — RELIANT WEALTH PLANNING, LLC crossed $500M in regulatory AUM ($469.1M -> $520.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
November 2024 — RELIANT WEALTH PLANNING, LLC notice-filed in MI, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.