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RESNICK WEALTH ALLIANCE, LLC
CRD 316188 · SEC 801-125782
4400 PGA BOULEVARD, SUITE 404, PALM BEACH GARDENS, FL, 33410, United States
Phone
561-453-1120
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.1M
Discretionary AUM
$120.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $2.6M |
| High net worth individuals | 36 | $73.4M |
| Corporations/business entities | 7 | $193K |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD