CRD: 318599
Resolute Wealth Strategies, LLC
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- Custodian
- Fidelity/NFS ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-2022
- Office Locations
- 2
Office Locations
About Resolute Wealth Strategies, LLC
Resolute Wealth Strategies is a Jackson, MS RIA serving both individuals and institutions with custom, plan-driven wealth strategies. The firm pairs financial planning (tax, estate, retirement and business succession) with portfolio construction and risk-managed asset allocation, using ETFs, mutual funds, fixed income and alternatives/annuities. Primary custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PHILLIP CROWELL BURNETT JR.
Chief Executive Officer
- CRD
- #1573765
- Ownership
- 50% but less than 75%
CHARLES WARWICK ALLEY
Chief Financial Officer, President
- CRD
- #4584662
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Phillip Crowell Burnett III
--
- CRD
- #8271692
Vincent Hays Gaglione
--
- CRD
- #8231091
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,579,769 | $551,323 |
| Non-Discretionary | $0 | -- |
| Total | $387,579,769 | $551,323 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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