Falists
← Back to search

LIVING ROOM WEALTH MANAGEMENT

RESOURCE DESIGN, INC.

CRD 116014

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$66.4M

Discretionary AUM

$66.4M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$5.8M
High net worth individuals22$60.6M

All web addresses on file

Official SEC filing: View on IAPD