Reliance Wealth & Trust Partners, LLC

Reliance Wealth & Trust Partners, LLC (CRD# 149354) is a financial advisory firm headquartered in Lutz, FL. They manage $5,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Reliance Wealth & Trust Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bradley R. Stevens
CRD#: 6107021
19143 Cherry Rose Circle, Lutz, FL 33558
93
Wealthminder
score

Bradley Stevens (CRD# 6107021) is an Investment Advisor Representative working at Reliance Wealth & Trust Partners, LLC in Lutz, FL and has over 5 years of experience in the finance industry.

2
Bhavesh D. Patel
CRD#: 4484462
19143 Cherry Rose Circle, Lutz, FL 33558
73
Wealthminder
score

Bhavesh Patel (CRD# 4484462) is an Investment Advisor Representative working at Reliance Wealth & Trust Partners, LLC in Lutz, FL and has over 16 years of experience in the finance industry.

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