Resnick Wealth Alliance, LLC
SEC RegisteredCOLLABORATIVE EXPERTISE. HOLISTIC GUIDANCE. DEEPLY HUMAN.
About the firm
Resnick Wealth Alliance is an independent Registered Investment Advisor (RIA) and fiduciary dedicated to cultivating enduring relationships grounded in trust, integrity, and personalized service. The firm combines a deeply human approach with collaborative expertise and holistic guidance to empower clients to navigate every stage of life. Through its Alliance Partners network, it aims to transcend the ordinary confines of traditional wealth management firms.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (holistic and goals-based financial planning, risk management, estate planning, asset protection strategies, advisor communication, and transparent reporting), life navigation and longevity planning (life in transition guidance, planning for life at each stage and age), and business and strategic advisory (succession planning, single/concentrated equity positions, risk management/asset protection for privately held businesses).
Who they serve
Clients seeking wealth management, life navigation, and business advisory services, including privately held business owners and individuals navigating life transitions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 17 | $2.6M |
| High Net Worth Individuals | 36 | $73M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Resnick Wealth Alliance, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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