Resolute Wealth Strategies LLC

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Assets, Funds, Holdings

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Resolute Wealth Strategies LLC
CRD #318599
SEC #801-125835
CIK #0001973981
AUM $259.2 MM (2024-05-16)
Employees 5 (80% Investors, 0% Brokers)
Phone601-952-8850
Address4400 Old Canton Rd
Jackson, MS 39211
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 28.8
NVDA 399,550.0 9.4
AMZN 1,092,997.8 8.7
TSM 437,370.3 6.6
BXSL 4,025.1 6.4
CAT 99,975.7 5.0
GLD 4.8
GOOG 1,482,566.4 4.3
BX 69,051.8 3.4
AMGN 130,083.0 3.2
View All
Holdings by Sector ($MM)
180144108723602021202220232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 107 18.8
(b) Individuals (high net worth individuals) 132 221.6
(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 9 9.5
(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 9.3
(n) Other 0 0.0
Total 584 259.2
By Discretionary
Discretionary 584 259.2
Non-Discretionary 0 0.0
Total 584 259.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 259.2
Total 584 259.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001973981]
Comparable Firms State AUM ($BB)
Blue Investment Partners LLC
CA 0.3
Scala Capital LLC
FL 0.3
The ETF Store Inc
KS 0.3
Mid-American Wealth Advisory Group Inc
MO 0.3
Madison Park Capital Advisors LLC
WA 0.3
Hunter Lewis LLC
VA 0.3
MBA Advisors LLC
PA 0.3
New Insight Wealth Advisors
CA 0.3
Horizon Investment Services LLC
IN 0.3
Winans International
NV 0.3
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