Resolute Private Wealth
Resolute Wealth Advisor is an independent, SEC-registered RIA in Findlay, Ohio, providing team-based financial planning, investment management, retirement plan consulting, and nonprofit investment advisory to individuals, families, corporations, and nonprofits across Northwest Ohio.
- Company typePrivate
- Founded2017
- HeadquartersFindlay, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Resolute Private Wealth does
Resolute Wealth Advisor, Inc. is an independent, SEC-registered investment advisory firm headquartered at 1100 E Main Cross Street, Suite 157, Findlay, Ohio. Founded in 2017, the firm provides comprehensive wealth management to individuals and families, retirement plan consulting and fiduciary support to corporations (including ESOP liquidation and private equity transition advisory), and investment oversight to nonprofit organizations across Northwest Ohio communities including Tiffin, Port Clinton, Catawba Island, Fremont, and Findlay. Services are delivered through a team-based advisory model spanning financial planning, investment management, retirement planning, estate planning, tax strategy, and multigenerational wealth transfer, with a proprietary financial planning program called Resolute MINDSET that serves clients regardless of asset level.
The firm's underlying technology stack is built primarily on third-party infrastructure rather than proprietary systems. Client engagement runs through a Tamarac (Orion) web client portal and native iOS and Android mobile applications providing on-demand account access and planning output, with custody and brokerage through the Charles Schwab Alliance platform. The investment product surface has expanded meaningfully since 2025 to include factor-based investing, separately managed accounts, tax management overlays, impact/values-based portfolios, dividend-focused SMAs, and emerging technology and digital asset portfolios. There is no public or partner-facing API and no proprietary AI/ML capability disclosed.
Resolute operates a sales-led, consultative go-to-market beginning with a complimentary 15-minute introductory phone call, a Discovery Meeting, and a Mutual Commitment Meeting before formal engagement, with no affiliated fees until a client elects to proceed. Revenue is generated through recurring investment advisory fees, contract terms extend over multi-year engagements, and pricing is not publicly disclosed. The firm markets primarily through content (website blog, educational video series) and direct-advisor scheduling tools, supported by referral relationships with local CPAs, estate attorneys, and insurance professionals.
Resolute Private Wealth firmographics
Firmographics- Name
- Resolute Private Wealth
- Legal name
- Resolute Wealth Advisor, Inc.
- Website
- https://resoluteadvisor.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Resolute Wealth Advisor is an independent, SEC-registered RIA in Findlay, Ohio, providing team-based financial planning, investment management, retirement plan consulting, and nonprofit investment advisory to individuals, families, corporations, and nonprofits across Northwest Ohio.
- Ownership category
- akta.pro rank
Resolute Private Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Resolute Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Findlay
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Resolute Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Investment Advisory Services: Registered investment advisor offering comprehensive wealth management services including financial planning, investment guidance, retirement planning, tax strategy, estate planning, and charitable giving strategies. Services are provided on an ongoing basis with no affiliated fees until client engagement begins.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | No publicly disclosed pricing - consultative approach with complimentary initial meetings |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Resolute Private Wealth product offering
Product offeringCore offering
Resolute Private Wealth is a registered investment advisor (Resolute Wealth Advisor, Inc.) that delivers fee-based financial planning, investment management, retirement plan consulting, and nonprofit investment advisory services to individuals, families, corporations, and nonprofit organizations across Northwest Ohio. Engagements are consultative, beginning with a complimentary introductory phone call, progressing through a Discovery Meeting, strategy presentation, and a Mutual Commitment Meeting before any affiliated fees are charged.
Product overview
Resolute Wealth Advisor offers a comprehensive, unified wealth management platform providing financial planning, investment management, and advisory services to individuals, families, corporations, and nonprofits. The core offering is comprehensive wealth management, supported by specialized investment modules including factor-based investing, separately managed accounts (SMAs), tax overlay services, impact investing screens, dividend-focused strategies, and emerging technology/digital asset portfolios. The firm also provides access to client portal technology and mobile applications for account access. Services are delivered through a team-based advisory approach with specialized advisors for different client segments.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management Full-service wealth management providing personalized financial planning, investment management, retirement planning, estate planning, and tax strategy for individuals, families, and organizations in Northwest Ohio.
- Financial Planning for Individuals & Families Personal financial planning and investment guidance shaped around individual needs and priorities, including retirement planning, business transitions, college savings, and legacy planning for individuals and families.
- Retirement Plan Consulting for Employers Retirement plan consulting and fiduciary support for employers and plan sponsors, including 401(k) management, ESOP liquidation guidance, and ongoing fiduciary services.
- Nonprofit Investment Oversight Investment oversight and advisory support for nonprofit organizations focused on stewardship of donated assets and long-term mission sustainability.
- ESOP Liquidation & Private Equity Transition Services Specialized advisory services guiding companies and employees through ESOP liquidation events and private equity transitions, including IRA-based share purchase solutions to mitigate tax liabilities.
- Resolute MINDSET Financial planning program offering comprehensive, in-depth planning guidance for clients regardless of asset level, providing oversight beyond investment portfolios to establish college savings, annual savings goals, and retirement pathways.
- Client Portal (Tamarac) Secure, web-based client portal providing on-demand access to financial information, planning output, and account updates through Tamarac technology by Orion.
- Mobile Applications (iOS & Android) Native mobile applications for iOS and Android devices providing secure, on-demand access to financial information, planning output, and account details.
Quantifiable outcome
- Employees enabled to purchase private equity shares through Self-Directed IRA accounts during ESOP liquidation, preventing sizeable tax liabilities
- +1 more outcomes
Companies that use Resolute Private Wealth
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Resolute Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature1 record
Resolute Private Wealth partnerships and signals
Strategic signalScale indicators1 record
Recent moves7 records
Expansion highlights5 records
Resolute Private Wealth competitors and assessment
Company assessmentDirect peers
- Carson Group: Wealth management firm and RIA platform serving individuals, families, and businesses with financial planning and retirement plan consulting. Similar broad-service model with both direct advisory and partner-affiliated channels.
- Mariner Wealth Advisors: Independent RIA providing comprehensive wealth planning, investment management, tax, and retirement plan consulting. Closely comparable service mix across individuals, corporations, and institutions.
- Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and families. Directly comparable full-service, planning-led model though at vastly greater scale.
- Edelman Financial Engines: Large RIA offering financial planning, investment management, and retirement plan services to individuals and employers. Comparable comprehensive wealth advisory positioning, though at national scale.
- Stratos Wealth Partners: Independent RIA platform providing comprehensive wealth planning and investment advisory to individuals, families, and retirement plans. Comparable multi-segment advisory approach with advisor-affiliated model.
- Sequoia Financial Group: Mid-sized independent RIA delivering comprehensive wealth management, retirement plan consulting, and investment services to individuals and organizations. Comparable mid-market independent RIA profile.
Broad incumbents
- Commonwealth Financial Network: Large independent broker-dealer and RIA platform supporting thousands of affiliated advisors. Represents both a competitor and a potential custodian/affiliation partner for RIAs of Resolute's size.
- Schwab Wealth Advisory: Schwab's direct advisory offering backed by institutional custody and integrated with Schwab Alliance — the same custodian Resolute uses. Represents a scale-disadvantaged competitor with massive brand and platform resources.
Emerging players
- Facet Wealth: Digital-first RIA offering flat-fee financial planning with virtual CFP access. Represents an emerging technology-enabled threat to local planning-led RIAs by eliminating geographic constraints and undercutting traditional pricing.
Regional players
- Huntington Private Client Group: Wealth advisory arm of Huntington Bancshares, headquartered in the Midwest with strong Ohio footprint. Competes for the same Ohio HNW clients as Resolute but with bank balance-sheet backing and broader geographic reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Resolute Private Wealth social profiles
Digital presenceResolute Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Resolute Private Wealth leadership team
Management profileNumber of profiles
Profiles5 records
Resolute Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Resolute Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Resolute Private Wealth
What does Resolute Private Wealth do?
Resolute Private Wealth is a registered investment advisor (Resolute Wealth Advisor, Inc.) that delivers fee-based financial planning, investment management, retirement plan consulting, and nonprofit investment advisory services to individuals, families, corporations, and nonprofit organizations across Northwest Ohio. Engagements are consultative, beginning with a complimentary introductory phone call, progressing through a Discovery Meeting, strategy presentation, and a Mutual Commitment Meeting before any affiliated fees are charged.
Is Resolute Private Wealth a public or private company?
Resolute Private Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Resolute Private Wealth founded?
Resolute Private Wealth was founded in 2017. It employs 1 to 10 people.
Where is Resolute Private Wealth based?
Resolute Private Wealth is headquartered in Findlay, United States, in the North America region.
How does Resolute Private Wealth make money?
One revenue line is on record: investment Advisory Services.
Who are Resolute Private Wealth's main competitors?
Direct peers on record are Carson Group, Mariner Wealth Advisors, Creative Planning, Edelman Financial Engines, Stratos Wealth Partners and Sequoia Financial Group. Broad incumbents are Commonwealth Financial Network and Schwab Wealth Advisory. Facet Wealth is listed as an emerging player. Huntington Private Client Group is listed as a regional player.
Does Resolute Private Wealth have an API?
No public API is recorded for Resolute Private Wealth.
What industry is Resolute Private Wealth in?
Resolute Private Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.