RESOLUTE WEALTH STRATEGIES, LLC

4400 Old Canton Rd.
Suite 210
Jackson, Mississippi 39211
Tel: 601-952-8850

About RESOLUTE WEALTH STRATEGIES, LLC

RESOLUTE WEALTH STRATEGIES, LLC, formally registered with the SEC as RESOLUTE WEALTH STRATEGIES, LLC. The firm was established in 06/09/2022. They have over 1 offices throughout the country.

RESOLUTE WEALTH STRATEGIES, LLC is a Jackson, Mississippi based Financial Planning firm with nearly $259,163,720 assets under management, offering retirement planning & investment advisory services to 584 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318599
SEC#	801-125835
Assets Managed by Firm	$259,163,720
No. of Clients	584
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	584	$259,163,720
Individuals (other than high net worth individuals)	107	$18,777,597
High net worth individuals	132	$221,572,570
Pension and profit sharing plans	9	$9,545,656
Corporations or other businesses	4	$9,267,897

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