Resolute Wealth Advisor, Inc. is a large advisory firm based in Findlay. It manages $121.49 million of regulatory assets for 543 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Ohio and Texas.
Resolute Wealth Advisor provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Resolute Wealth Advisor, Inc. is $121.49 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Resolute Wealth Advisor, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Resolute Wealth Advisor is individuals with 216 clients and $91.48 million of assets under management. Among the 11 most similar advisory firms, Resolute Wealth Advisor has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $120.1 million for 244 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Resolute Wealth Advisor doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Resolute Wealth Advisor, Inc. performs its advisory services is located at 1100 East Main Cross Street, Findlay, OH 44802, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-422-4400. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at resolutewealthadvisor.com and its LinkedIn profile.