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| Resolute Wealth Strategies LLC
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| CRD # | 318599 |
| SEC # | 801-125835 |
| CIK # | 0001973981 |
| AUM | 387.6 M (2026-03-20) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 601-952-8850 |
| Address | 4400 Old Canton Rd Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.7 | ||
| Nvidia Corp | 9.5 | ||
| Amazon Com Inc | 9.4 | ||
| Caterpillar Inc | 9.0 | ||
| Microsoft Corp | 7.6 | ||
| SPDR Gold Trust | 7.0 | ||
| Alphabet Inc | 6.7 | ||
| J P Morgan Chase & Co | 4.3 | ||
| AT&T Inc | 3.9 | ||
| Shopify Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 38.2 |
| (b) Individuals (high net worth individuals) | 135 | 319.0 |
| (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 | 11 | 21.2 |
| (h) Charitable organizations | 2 | 5.5 |
| (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 | 9 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 703 | 387.6 |
| By Discretionary | ||
| Discretionary | 703 | 387.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 703 | 387.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.6 | |
| Total | 703 | 387.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973981] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
James Reed Financial Services Inc
✚
|
OH | 388.6 M |
|
Kathleen S Wright Associates Inc
✚
|
PA | 388.1 M |
|
Joseph P Lucia & Associates LLC
✚
|
NY | 388.0 M |
|
Hassell Wealth Management LLC
✚
|
LA | 387.4 M |
|
Soundview Advisors Inc
✚
|
WA | 387.2 M |
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
✚
|
CA | 387.1 M |
|
New Wave Wealth Advisors LLC
✚
|
AR | 386.8 M |
|
Balance Wealth Partners LLC
✚
|
OH | 386.7 M |
|
1836 Asset Management LLC
✚
|
TX | 386.6 M |