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RESOLUTE WEALTH ADVISOR, INC.

CRD 290349File 801-112074
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$293.8M
Below cohort median (national)
Discretionary AUM
$214.3M
Non-discretionary $79.4M
Clients
816
816 accounts
Employees
4
Below cohort median in OH

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Nov 27, 2017
Principal office
1100 EAST MAIN CROSS STREET, SUITE 157, FINDLAY, OH, 45840
Phone
419-422-4400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$293.8M
Discretionary AUM
$214.3M
Non-discretionary AUM
$79.4M
Discretionary accounts
801
Non-discretionary accounts
15
Total accounts
816
AUM per client
$360K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other13$80.8M
Charitable organizations5$1.7M
High net worth individuals442$162.2M
State or municipal government entitiesFewer than 5$223K
Individuals (other than high net worth individuals)354$48.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.