Resnick Wealth Alliance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,026,502
Clients
53
Advisors
2
of 2 employees
About
Resnick Wealth Alliance provides investment management, financial planning and consulting primarily for high- to ultra-high‑net‑worth individuals and families, as well as business owners, attorneys, trusts and private foundations. The firm offers both discretionary and non‑discretionary portfolio management and delivers standalone financial plans and consultative engagements.
Investment advice is tailored to each client's objectives and may combine internally managed strategies, model portfolios and third‑party sub‑advisers; the firm discloses it may hire or replace sub‑advisers without prior client approval. Portfolios can include a broad set of instruments—equities, fixed income, ETFs (including leveraged ETFs), structured products, real estate vehicles, options, derivatives and digital assets—and cash is managed through the custodian’s exclusive money‑market sweep.
Notable operational features include a routine requirement that clients use Charles Schwab as custodian and execute trades through that platform, no practice of aggregating trades across client accounts, and the ability to effect standing wire transfer authorizations (SLOAs) and deduct advisory fees directly from client accounts. The firm also charges a fixed, disclosed fee for financial planning engagements and emphasizes the use of model portfolios and TPMMs as part of its advisory structure.
Client services
Expertise
Occupation focus
Fee options
Financial planning services: $3,500 (negotiable); Financial consulting services: fixed fee (negotiable)
up to 1.75% annually (negotiable based on assets, complexity, and administration)
Main office
4400 Pga Boulevard, Suite 404
Palm Beach Gardens FL 33410
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Monte R
Series 66
Palm Beach Gardens, FL
Resnick Wealth Alliance, LLC
Monte Resnick is a financial advisor at Resnick Wealth Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Matrix Private Capital Group and Camden Capital, LLC. Resnick Wealth Alliance, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals and families, as well as business owners, attorneys, trusts, and private foundations. The firm manages approximately $110 million in client assets for about 45 clients through a two-advisor team, employing fundamental and cyclical analysis alongside modern portfolio theory across a broad investment universe.
Michelle R
Series 63, Series 66
Palm Beach Gardens, FL
Resnick Wealth Alliance, LLC
Michelle Rey Lutein is a financial advisor at Resnick Wealth Alliance, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Matrix Private Capital Group and Camden Capital, LLC. Outside of her advisory role, she serves as managing member of a holding company for real estate properties. Resnick Wealth Alliance provides portfolio management, financial planning, and consulting services to high- and ultra-high-net-worth individuals, families, and institutions. The firm manages approximately $110 million in client assets through a two-advisor team and employs a range of investment strategies across various asset classes.
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