RESOLUTE WEALTH STRATEGIES, LLC

RIASEC RegisteredEst. 2022
Total AUM
$388M
Discretionary
$388M
100% of AUM
Avg account
$551K
Accounts
703
Employees
7
Advisory reps
7

Firm details

Headquarters
JACKSON, Mississippi
CRD number
318599
Registered since
June 9, 2022
Website
theresoluteadvisor.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.3%
  • Individuals9.85%
  • Pension & Profit Sharing Plans5.47%
  • Charitable Organizations1.42%
  • Corporations / Businesses0.97%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Resolute Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual/family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. The firm also operates as an insurance broker and charges clients on a percentage-of-AUM basis and via fixed fees. Resolute does not profile itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 9%, Private Funds 5%, US Government Bonds 3%, Investment Grade Corp Bonds 1%44%
  • Exchange Traded Equities44%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents9%
  • Private Funds5%
  • US Government Bonds3%

Owners & executives

2 of 2

  • ANDREW WARNING

    Chief Compliance OfficerCRD 3211861

  • PHILLIP BURNETT

    CEO & Co-FounderCRD 1573765

Contacts

3 of 5

  • Vincent Gaglione

    AdvisorCRD 8231091

  • Taylor Weintritt

    Associate Wealth ManagerCRD 7862471

  • Phillip Burnett

    Wealth AdvisorCRD 8271692

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$107M in ETFs

Passive

56%

$60.5M

Active

43%

$46.7M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ACTIVE GROWTH ETF (JGRO)JP MorganActiveLarge Growth$13.6M160,78912.68%
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Location

Primary office

JACKSON, MS

HINDS

Location

JACKSON, MS

Headquartered in JACKSON, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area
Jackson-Vicksburg-Brookhaven, MS
Region
South
County
HINDS
Address
4400 Old Canton Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth