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| Keyboard |
| Resolute Wealth Advisor Inc
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|---|---|
| CRD # | 290349 |
| SEC # | 801-112074 |
| CIK # | 0002005292 |
| AUM | 293.8 M (2026-06-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 419-422-4400 |
| Address | 1100 East Main Cross Street Findlay, OH 45840 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 1.8 | ||
| iShares Comex Gold Trust | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 354 | 48.9 |
| (b) Individuals (high net worth individuals) | 442 | 162.2 |
| (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 | 5 | 1.7 |
| (i) State or municipal government entities | 2 | 0.2 |
| (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 | 13 | 80.8 |
| (n) Other | 0 | 0.0 |
| Total | 816 | 293.8 |
| By Discretionary | ||
| Discretionary | 801 | 214.3 |
| Non-Discretionary | 15 | 79.4 |
| Total | 816 | 293.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.8 | |
| Total | 816 | 293.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002005292] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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GA | 294.3 M |
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Eagle Bluffs Wealth Management LLC
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MDT Financial Advisors LLC
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Sherwood Financial Partners LLC
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CA | 293.8 M |
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Nuclo Wealth LLC
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Trademark Financial Management LLC
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MN | 293.4 M |
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Tate Wealth Management
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|
Fiduciary Financial Partners LLC
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IL | 293.3 M |
|
Pelkonen and Associates LLC
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NY | 293.3 M |