RESOLUTE WEALTH ADVISOR, INC.
C49
CRD 290349·SEC 801-112074·FINDLAY, OH
AUM
$293.8M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$881K
@ 30% margin
Est. Deal Value
$7.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $121.5M
'21 · $147.3M
'22 · $171.1M
'23 · $189.8M
'25 · $258.4M
'26 · $293.8M
'20'26
$121.5M → $293.8M▲ +142%
Client mix
| Individuals High Net Worth | 442 |
| Individuals Other | 354 |
| Corporations | 13 |
| Charitable Organizations | 5 |
| State Or Municipal Govt | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 2 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1100 E MAIN CROSS STSUITE 157FINDLAY, OH 44802
Business
1100 E MAIN CROSS STSUITE 157FINDLAY, OH 44802
Fdic Zip Branches Raw
Mid American National Bank and Trust CompanyFindlay, OH
Mid American National Bank and Trust CompanyFindlay, OH
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 89,179 |
| Returns | 7,220 |
Stub 2
| AGI | 266,025 |
| Returns | 7,140 |
Stub 3
| AGI | 266,536 |
| Returns | 4,350 |