RESNICK WEALTH ALLIANCE, LLC

RESNICK WEALTH ALLIANCE, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 316188). Regulatory assets under management: $121.1M.

Registration

• CRD: 316188
• SEC file number: 801-125782
• Type: Registered investment adviser
• Location: 4400 PGA BOULEVARD, SUITE 404, PALM BEACH GARDENS, FL, 33410
• Phone: 561-453-1120
• Latest filing: 2026-05-28
• Regulatory AUM: $121.1M
• Discretionary AUM: $120.2M
• Non-discretionary AUM: $883K
• Clients: 2
• Accounts: 110

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316188 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search