Reliance Wealth & Trust Partners, LLC is an adviser based in Tampa. It manages $17.05 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.
Reliance Wealth & Trust Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Reliance Wealth & Trust Partners, LLC is $17.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Reliance Wealth & Trust Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Reliance Wealth & Trust Partners, LLC is owned by Rudrapatna Govindaraju. Bhavesh Dinubhai Patel joined the executive team most recently as the Managing Member/ Chief Compliance Officer.
The principal office where Reliance Wealth & Trust Partners, LLC performs its advisory services is located at 13940 North Dale Mabry Highway, Tampa, FL 33618, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-343-0009 or by fax 813-464-3234. The normal business hours are 10:00 am - 5:00pm on Monday - Friday.