|
⚲
|
| Resolute Wealth Advisor Inc
✚
| |
|---|---|
| CRD # | 290349 |
| SEC # | 801-112074 |
| CIK # | |
| AUM | $199.7 MM (2024-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 419-422-4400 |
| Address | 1100 East Main Cross Street Findlay, OH 45840 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 24.0 |
| (b) Individuals (high net worth individuals) | 131 | 113.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 60.7 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 2 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 199.7 |
| By Discretionary | ||
| Discretionary | 616 | 199.4 |
| Non-Discretionary | 41 | 0.3 |
| Total | 657 | 199.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.7 | |
| Total | 657 | 199.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Union Heritage Capital
✚
|
MI | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |
|
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
|
Wolman Wealth Management Inc
✚
|
CA | 0.2 |
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |
|
Next Level Wealth Planning LLC
✚
|
ID | 0.2 |
|
Vitalstone Financial LLC
✚
|
TX | 0.2 |
|
KRAL Financial Advisors LLC
✚
|
MI | 0.2 |
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
Montcalm TCR LLC
✚
|
CA | 0.2 |