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| Resolute Wealth Strategies LLC
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|---|---|
| CRD # | 318599 |
| SEC # | 801-125835 |
| CIK # | 0001973981 |
| AUM | $228.0 MM (2023-03-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 601-952-8850 |
| Address | 4400 Old Canton Rd Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 23.8 | |
| BXSL | 4,025.1 | 5.7 | |
| AMZN | 1,092,997.8 | 5.0 | |
| CAT | 99,975.7 | 3.8 | |
| GLD | 3.8 | ||
| BXMT | 4,919.6 | 2.8 | |
| GOOG | 1,482,566.4 | 2.6 | |
| T | 147,547.0 | 2.5 | |
| AMGN | 130,083.0 | 2.5 | |
| BX | 69,051.8 | 2.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 18.7 |
| (b) Individuals (high net worth individuals) | 124 | 195.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.8 |
| (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 | 4 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 547 | 228.0 |
| By Discretionary | ||
| Discretionary | 547 | 228.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 547 | 228.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.0 | |
| Total | 547 | 228.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001973981] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Schulz Wealth Ltd
✚
|
TX | 0.2 |
|
Strategent Financial LLC
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|
VA | 0.2 |
|
Demars Financial Group LLC
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WA | 0.2 |
|
The Retirement Planning Company of New England Inc
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RI | 0.2 |
|
EFP Advisors Inc
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|
MS | 0.2 |
|
Peak Wealth Management LLC
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|
MI | 0.2 |
|
UniWealth Advisors Inc
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|
FL | 0.2 |
|
Alpine Capital Strategies LLC
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|
NY | 0.2 |
|
Portland Private Wealth Management Inc
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|
OR | 0.2 |
|
Carswell Investments LLC
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NY | 0.2 |