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| Keyboard |
| Resnick Wealth Alliance LLC
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|---|---|
| CRD # | 316188 |
| SEC # | 801-125782 |
| CIK # | |
| AUM | 121.1 M (2026-05-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 561-453-1120 |
| Address | 4400 PGA Boulevard Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 2.6 |
| (b) Individuals (high net worth individuals) | 36 | 73.4 |
| (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 | 0 | 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 | 7 | 0.2 |
| (n) Other | 2 | 44.8 |
| Total | 110 | 121.1 |
| By Discretionary | ||
| Discretionary | 106 | 120.2 |
| Non-Discretionary | 4 | 0.9 |
| Total | 110 | 121.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.1 | |
| Total | 110 | 121.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GIRA & GIRA Investment Advisors LLC
✚
|
VA | 121.4 M |
|
Life Strategies Inc
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|
CA | 121.2 M |
|
Allen Financial Management LLC
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MI | 121.2 M |
|
West Financial Strategies Inc
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|
NC | 121.0 M |
|
Wellington Capital Management Inc
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120.9 M | |
|
Jbglobalcom LLC
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|
NY | 120.9 M |
|
Craft Asset Management LLC
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|
FL | 120.8 M |
|
van Winkle Wealth Management Group LLC
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|
OH | 120.8 M |
|
Montchanin Asset Management LLC
✚
|
DE | 120.8 M |
|
Wright Cove Capital LLC
✚
|
ME | 120.7 M |