PPrivate Fund Data Log in Join · $37/mo

Resnick Wealth Alliance, LLC

● SEC registered since 2022CRD 316188SEC# 801-125782Palm Beach Gardens, FL
Export (members)
Reg. AUM
$110.7M
Employees
2
Accounts
104
Location
Palm Beach Gardens, FL

Resnick Wealth Alliance, LLC assets under management

Resnick Wealth Alliance, LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2022. It reports $110.7 million in regulatory assets under management and employs 2 people.
www.resnickwealth.comView on SEC.gov ↗

Resnick Wealth Alliance, LLC owners & executives

3 reported
NameTitleOwnershipSince
Monte Ivan Resnick ControlCeo/CcoUnder 5%2020
Resnick Global Holdings, LLC ControlManaging MemberOver 75%2020
Monte Ivan Resnick ControlManaging MemberOver 75%2020

Frequently asked questions

How much does Resnick Wealth Alliance, LLC manage?

Resnick Wealth Alliance, LLC reports $110.7 million in regulatory assets under management on its Form ADV.

How many employees does Resnick Wealth Alliance, LLC have?

Resnick Wealth Alliance, LLC reports 2 employees.

Where is Resnick Wealth Alliance, LLC located?

Resnick Wealth Alliance, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2022.

Does Resnick Wealth Alliance, LLC disclose fund performance?

Resnick Wealth Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4400 Pga Boulevard, Suite 404, Palm Beach Gardens, FL 33410
Phone561-453-1120
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110M
Non-discretionary$729K
Total (RAUM)$110.7M