RESOURCE MANAGEMENT, LLC
CRD #110231 SEC #801-55855 METAIRIE, LA 504-833-5378
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
5
Clients
--
Accounts
545
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SMITH, PETRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, PETRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, PETRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, PETRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, PETRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, PETRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WAESCHE, DONALD, RANDOLPH | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER | NA | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | MANAGING MEMBER | D | Control |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| FAMILY WEALTH MANAGEMENT, LLC | DE | OWNER | D | |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT | D | Control |
| ZABALAOUI, JUDITH, COWAN | I | OWNER | D | |
| ZABALAOUI, JUDITH, COWAN | I | OWNER | D | |
| ZABALAOUI, MICHAEL, NASH | I | OWNER | D | |
| ZABALAOUI, MICHAEL, NASH | I | OWNER | D | |
| ZABALAOUI, MICHAEL, NASH | I | OWNER | D | |
| ZABALAOUI, MICHAEL, NASH | I | OWNER | D | |
| ZABALAOUI, MICHAEL, NASH | I | OWNER | D | |
| ZABALAOUI, MICHAEL, NASH | I | OFFICER OF CORPORATION | D | Control |
| ZABALAOUI, MICHAEL, NASH | I | VICE-PRESIDENT | D | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
| WAESCHE, DONALD, RANDOLPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | E | Control |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | D | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | D | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C | |
| WAESCHE FUN TRUST | DE | FAMILY WEALTH MANAGEMENT, LLC | C |
Registrations
Federal
IA
Mar 10, 2021 REGISTERED
Notice Filings (3)
LA NC TX
Address
3330 WEST ESPLANADE AVESTE 509
METAIRIE, LA 70002
United States
Phone: 504-833-5378