RESOLUTE WEALTH ADVISOR, INC.
CRD #290349 SEC #801-112074 FINDLAY, OH 419-422-4400
SEC Registered
Total AUM
$258.4M
Discretionary
$189.4M
Employees
6
Clients
--
Accounts
748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $258.4M | $189.4M | $69.1M | 6 | 8 |
| Mar 2024 | $199.7M | $199.4M | $302.6K | 6 | 6 |
| May 2023 | $169.3M | $121.3M | $48M | 6 | 0 |
| Mar 2023 | $169.3M | $121.3M | $48M | 6 | 0 |
| Mar 2022 | $189.8M | $129.6M | $60.1M | 5 | 0 |
| Oct 2021 | $171.1M | $118.1M | $53M | 3 | 0 |
| May 2021 | $171.1M | $118.1M | $53M | 3 | 0 |
| Apr 2021 | $171.1M | $118.1M | $53M | 3 | 0 |
| Mar 2021 | $171.1M | $118.1M | $53M | 3 | 0 |
| Jun 2020 | $147.3M | $99.5M | $47.7M | 5 | 0 |
| Feb 2020 | $147.3M | $99.5M | $47.7M | 5 | 0 |
| Jan 2019 | $121.5M | $74.6M | $46.8M | 3 | 0 |
| Jun 2018 | $114.7M | $72.2M | $42.5M | 2 | 0 |
| Feb 2018 | $114.7M | $72.2M | $42.5M | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
| Oct 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$258.4M
Discretionary$189.4M
Non-Disc.$69.1M
Employees6
Clients8
DateMar 2024
Total AUM$199.7M
Discretionary$199.4M
Non-Disc.$302.6K
Employees6
Clients6
DateMay 2023
Total AUM$169.3M
Discretionary$121.3M
Non-Disc.$48M
Employees6
Clients0
DateMar 2023
Total AUM$169.3M
Discretionary$121.3M
Non-Disc.$48M
Employees6
Clients0
DateMar 2022
Total AUM$189.8M
Discretionary$129.6M
Non-Disc.$60.1M
Employees5
Clients0
DateOct 2021
Total AUM$171.1M
Discretionary$118.1M
Non-Disc.$53M
Employees3
Clients0
DateMay 2021
Total AUM$171.1M
Discretionary$118.1M
Non-Disc.$53M
Employees3
Clients0
DateApr 2021
Total AUM$171.1M
Discretionary$118.1M
Non-Disc.$53M
Employees3
Clients0
DateMar 2021
Total AUM$171.1M
Discretionary$118.1M
Non-Disc.$53M
Employees3
Clients0
DateJun 2020
Total AUM$147.3M
Discretionary$99.5M
Non-Disc.$47.7M
Employees5
Clients0
DateFeb 2020
Total AUM$147.3M
Discretionary$99.5M
Non-Disc.$47.7M
Employees5
Clients0
DateJan 2019
Total AUM$121.5M
Discretionary$74.6M
Non-Disc.$46.8M
Employees3
Clients0
DateJun 2018
Total AUM$114.7M
Discretionary$72.2M
Non-Disc.$42.5M
Employees2
Clients0
DateFeb 2018
Total AUM$114.7M
Discretionary$72.2M
Non-Disc.$42.5M
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0