Resnick Wealth Alliance, LLC
● SEC registered since 2022CRD 316188SEC# 801-125782Palm Beach Gardens, FL
Reg. AUM
$121.1M
Employees
2
Accounts
110
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 $121.1 million in regulatory assets under management and employs 2 people.
Resnick Wealth Alliance, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Monte Ivan Resnick Control | Ceo/Cco | Under 5% | 2020 |
| Resnick Global Holdings, LLC Control | Managing Member | Over 75% | 2020 |
| Monte Ivan Resnick Control | Managing Member | Over 75% | 2020 |
Frequently asked questions
How much does Resnick Wealth Alliance, LLC manage?
Resnick Wealth Alliance, LLC reports $121.1 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
| Address | 4400 Pga Boulevard, Suite 404, Palm Beach Gardens, FL 33410 |
| Phone | 561-453-1120 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.1M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$121.1Mregulatory AUM
Discretionary $120.2MNon-discretionary $883K