Overview
Assets Under Management: $200 million
Headquarters: FINDLAY, OH
High-Net-Worth Clients: 150
Average Client Assets: $990,398
Frequently Asked Questions
RESOLUTE WEALTH ADVISOR, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290349), RESOLUTE WEALTH ADVISOR, INC. is subject to fiduciary duty under federal law.
RESOLUTE WEALTH ADVISOR, INC. is headquartered in FINDLAY, OH.
RESOLUTE WEALTH ADVISOR, INC. serves 150 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, RESOLUTE WEALTH ADVISOR, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RESOLUTE WEALTH ADVISOR, INC. manages $200 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, RESOLUTE WEALTH ADVISOR, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.49
Average High-Net-Worth Client Assets: $990,398
Total Client Accounts: 657
Discretionary Accounts: 616
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 290349
Last Filing Date: 2024-03-28 00:00:00
Website: https://resoluteadvisor.com