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Resolute Wealth Advisor, Inc.

EST. AUM
$293,754,297

CONTACTS
1

CLIENT ACCOUNTS
816

Firm Details

Metro area Toledo
CRD Number 290349
Website resoluteadvisor.com
Client types

Overview

Resolute Wealth Advisor, Inc., established in 2017 and based in Findlay, Ohio, provides fee‑only wealth management and retirement planning services. Serving individuals, high‑net‑worth clients, pension entities, trusts, and nonprofits, the firm offers customized, multi‑generational financial planning and portfolio management. Its approach is deeply client‑centered, with a team‑based framework that emphasizes transparency, tax efficiency, legacy planning, and thoughtful wealth transfer strategies. With approximately $258 million in AUM, Resolute prides itself on building enduring relationships tailored to individual goals and life transitions.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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