Multi-Family OfficeRIA · CRD 316188SEC-Registered

Updated:

RESNICK WEALTH ALLIANCE, LLC

Resnick Wealth Alliance, LLC is an SEC-registered investment adviser in Palm Beach Gardens, FL, registered since 2022. The firm manages $121 million in assets,...

RESNICK WEALTH ALLIANCE, LLC

Resnick Wealth Alliance, LLC is an SEC-registered investment adviser in Palm Beach Gardens, FL, registered since 2022. The firm manages $121 million in assets, with $120 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Palm Beach Gardens

Corporate office

Beverly Hills, CA, United States

Sector focus

Private CreditReal EstateHedge FundsInfrastructure

Frequently asked questions

Does Resnick Wealth Alliance participate in fund commitments or only direct deals?

The firm engages in both fund commitments and direct co-investments. It allocates capital to hedge funds, private credit, and real estate funds while also pursuing select direct investments alongside external managers. The weighting between these strategies is not publicly disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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