RIA Intel›Advisers›Ohio›RESOLUTE WEALTH ADVISOR, INC.

RESOLUTE WEALTH ADVISOR, INC.

Advisory

N·FINDLAY, OH

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$294M

1-Year AUM Growth

+29.4%

3-Year CAGR

+10.8%

Employees

3

Assets Under Management

Total AUM$294M

Discretionary AUM$214M

Non-Discretionary AUM$79M

Discretionary %73%

Total Clients366

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingOct 26, 2017

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RESOLUTE WEALTH ADVISOR, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.