Resnick Wealth Alliance, LLC
Resnick Wealth Alliance, LLC is an SEC-registered ria in Palm Beach Gardens, FL with $121.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Resnick Wealth Alliance, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316188, SEC 801-125782, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $121.1M (2026-05-28)
- Firm type
- Ria
- Location
- Palm Beach Gardens, FL
- Employees
- 2
- Clients
- 62
- CRD
- 316188
- Ownership
- RESNICK, MONTE, IVAN; RESNICK GLOBAL HOLDINGS, LLC
How much AUM does Resnick Wealth Alliance, LLC have?
Resnick Wealth Alliance, LLC reported $121.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Resnick Wealth Alliance, LLC?
Disclosed owners and executives of Resnick Wealth Alliance, LLC include RESNICK, MONTE, IVAN, RESNICK GLOBAL HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.