CRD: 318599
Resolute Wealth Strategies, LLC
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Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between April 22, 2025 and March 20, 2026, reported AUM increased 22.6%, from $316.1M to $387.6M.
Across 5 reported observations, AUM increased 106.3% between October 3, 2022 and March 20, 2026, from $187.8M to $387.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 301 clients, or 60.2 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
Wealth Advisor
- CRD
- #8271692
Vincent Hays Gaglione
Wealth Advisor
- 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
SMA allocation detail is available
Resolute Wealth Strategies, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Resolute Wealth Strategies, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.