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| Happy Holidays!! thanks for using AUM13F!! |
| Resnick Wealth Alliance LLC
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|---|---|
| CRD # | 316188 |
| SEC # | 801-125782 |
| CIK # | |
| AUM | $110.7 M (2025-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 561-453-1120 |
| Address | 4400 PGA Boulevard Palm Beach Gardens, FL 33410 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 1.7 |
| (b) Individuals (high net worth individuals) | 29 | 65.8 |
| (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 | 8 | 0.2 |
| (n) Other | 2 | 43.1 |
| Total | 104 | 110.7 |
| By Discretionary | ||
| Discretionary | 101 | 110.0 |
| Non-Discretionary | 3 | 0.7 |
| Total | 104 | 110.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.7 | |
| Total | 104 | 110.7 |
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|---|---|---|
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Maimon Wealth Management Ltd
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0.1 | |
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Diccianni Financial Group Inc
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PA | 0.1 |
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Moore Financial Advisors Ltd
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MA | 0.1 |
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Clarion Advisors Inc
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CA | 0.1 |
|
Sound Financial Management Inc
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NC | 0.1 |
|
Sasser Investment Management Inc
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|
CA | 0.1 |
|
Strongtower Wealth Management PLC
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|
AR | 0.1 |
|
Artesa Financial Group LLC
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TX | 0.1 |
|
Middleton & Company
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|
WA | 0.1 |