AdFi
RI

Reliant Investment Partners, LLC

SEC Registered

An elevated advisory experience

Pinehurst, NChttps://greatfallswealth.com910-363-1010
Assets Under Management
$100M–$500M
Employees
6
Office Locations
2 offices
Total Accounts
1101

About the firm

Great Falls Wealth believes that financial advisory services should be shaped by the unique needs of each client they serve, from individuals to families to high-caliber institutions. Their personal approach and robust capabilities enable them to create customized investment strategies and deliver a quality standard of service.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Wealth ManagementInvestment StrategiesBusiness OwnersEndowmentsFoundationsNon-profitsRetirement PlanningFamily Wealth

Services

Customized investment strategies, wealth management, and financial advisory services tailored to the unique needs of individuals, families, business owners, non-profits, and institutions.

Who they serve

Business owners and entrepreneurs, endowments and foundations, families, non-profits, and retirees.

Client segmentClientsAssets managed
Individuals (Non-HNW)575$98M
High Net Worth Individuals109$135M
State/Municipal Entities9

Leadership

Robert Jay Wagler
MANAGING MEMBER AND CCO

Office locations

2 offices in 1 state
NC
PinehurstHQ
NC
Rockingham

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#297369
SEC Number
801-113515
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Asset tierAnnual rate
All Accounts2.00%

Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Reliant Investment Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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