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RESOLUTE WEALTH STRATEGIES, LLC
CRD 318599 · SEC 801-125835
4400 OLD CANTON RD., SUITE 210, JACKSON, MS, 39211, United States
Phone
601-952-8850
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$387.6M
Discretionary AUM
$387.6M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $38.2M |
| High net worth individuals | 135 | $319.0M |
| Pension/profit sharing plans | 11 | $21.2M |
| Charitable organizations | 2 | $5.5M |
| Corporations/business entities | 9 | $3.8M |
States served
AL, CA, CO, DC, GA, LA, ME, MS, NC, OH, TN, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD