CRD: 316188
Resnick Wealth Alliance, LLC
$121.1M Total AUM
$120.2M Disc. AUM
10.5% 3Y CAGR
2 Employees
62 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2022
- Office Locations
- 1
Office Locations
4400 PGA Boulevard Suite 404 Palm Beach Gardens FL
About Resnick Wealth Alliance, LLC
Resnick Wealth Alliance, LLC is a Palm Beach Gardens, FL RIA serving business owners and entrepreneurs with wealth management and financial planning, including tax, estate, insurance and retirement-plan planning. Portfolios emphasize ETFs and mutual funds alongside fixed income and cash management, with themes such as ESG/impact. Custodies client assets at Charles Schwab and uses the Black Diamond platform.
Team overview
56 AVG AGE
$60.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MONTE IVAN RESNICK
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4403299
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
MICHELLE REY LUTEIN
--
- CRD
- #4396546
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,172,449 | $1,133,702 |
| Non-Discretionary | $882,568 | $220,642 |
| Total | $121,055,017 | $1,100,500 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing