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RESOLUTE WEALTH ADVISOR, INC.

FINDLAY, OH · CRD 290349 · IAPD ↗ · resolutewealthadvisor.com · 419-422-4400

$293.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — RESOLUTE WEALTH ADVISOR, INC. notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — RESOLUTE WEALTH ADVISOR, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — RESOLUTE WEALTH ADVISOR, INC. reported RAUM up 29% ($199.7M -> $258.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — RESOLUTE WEALTH ADVISOR, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.