RESNICK WEALTH ALLIANCE, LLC

RIASEC RegisteredEst. 2022

Total AUM

$121M

Discretionary

$120M

99% of AUM

Avg account

$1.1M

Accounts

110

Employees

2

Advisory reps

2

Firm details

Headquarters: PALM BEACH GARDENS, Florida
CRD number: 316188
Registered since: June 2, 2022
Website: resnickwealthalliance.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.65%
Other37.04%
Individuals2.15%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Resnick Wealth Alliance, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. Resnick identifies as an active ESG investor and does not operate as a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities46%
Public Funds/Mutual Funds35%
Cash & Cash Equivalents7%
US Government Bonds6%
Investment Grade Corp Bonds4%

Owners & executives

1 of 1

MONTE RESNICK
Founder & CEOCRD 4403299

Contacts

1 of 1

MICHELLE REY LUTEIN
Client Service DirectorCRD 4396546

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

PALM BEACH GARDENS, FL

PALM BEACH

Location

PALM BEACH GARDENS, FL

Headquartered in PALM BEACH GARDENS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: PALM BEACH
Address: 4400 Pga Blvd
Time zone: ET (UTC-5)
Office locations

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