# Resnick Wealth Alliance, LLC

> Resnick Wealth Alliance, LLC is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 316188
- Filed as: RESNICK WEALTH ALLIANCE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316188
- AdvisorCensus page: https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188

## Quick answers

**How is Resnick Wealth Alliance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Resnick Wealth Alliance, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Resnick Wealth Alliance, LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $3,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Resnick Wealth Alliance, LLC located?**
Resnick Wealth Alliance, LLC's principal office is in Palm Beach Gardens, FL, according to its Form ADV.

**Is Resnick Wealth Alliance, LLC registered with the SEC or a state?**
Resnick Wealth Alliance, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316188.

**How much does Resnick Wealth Alliance, LLC manage?**
Resnick Wealth Alliance, LLC reports $121,055,017 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (99% discretionary).

**How have Resnick Wealth Alliance, LLC's assets and staff changed since 2022?**
In the Form ADV data for Resnick Wealth Alliance, LLC: Regulatory assets under management: $101,260,767 in the October 2022 data and $121,055,017 in the October 2026 data, up 20%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Resnick Wealth Alliance, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (17); corporations or other businesses not listed above (7).

**Which custodians does Resnick Wealth Alliance, LLC use?**
Resnick Wealth Alliance, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Resnick Wealth Alliance, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316188

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Flat fee: $3,500 (financial planning services)

> We charge a fixed fee of $3,500 for financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $121,055,017
- Discretionary: $120,172,449
- Non-discretionary: $882,568

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,606,912 |
| High net worth individuals | 36 | $73,419,590 |
| Corporations or other businesses not listed above | 7 | $193,490 |
| Other | 2 | $44,835,025 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [resnickwealth.com](https://resnickwealth.com)
- [resnickwealthalliance.com](https://resnickwealthalliance.com)
- LinkedIn @resnick-wealth-alliance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,260,767 | 2 | September 16, 2022 |
| October 2023 | $90,473,483 | 2 | May 31, 2023 |
| October 2024 | $96,250,004 | 2 | March 25, 2024 |
| October 2025 | $110,743,997 | 2 | March 14, 2025 |
| October 2026 | $121,055,017 | 2 | May 28, 2026 |

Regulatory assets under management: $101,260,767 in the October 2022 data and $121,055,017 in the October 2026 data, up 20%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Resnick Wealth Alliance, LLC (CRD 316188): Form ADV filing data as of October 2026.