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RESOLUTE ADVISORS LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$1.9B
1-Year AUM Growth
-6.6%
3-Year CAGR
-24.6%
Employees
5
Assets Under Management
Total AUM$1.9B
Discretionary AUM$1.4B
Non-Discretionary AUM$473M
Discretionary %75.2%
Total Clients28
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record25
First FilingFeb 12, 2019
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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