$105.6M Total AUM
$105.6M Disc. AUM
-- 3Y CAGR
3 Employees
243 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2017
- Office Locations
- 1
Office Locations
611 Story Street Boone IA
About Russell Wealth Advisors
Russell Wealth Advisors is a Boone-based RIA. The firm has been operating for 8 years. Managing $105.6M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$35.2M AVG AUM / ADVISOR
$434.5K AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GARY DEAN RUSSELL
Chief Executive Officer
- CRD
- #1027160
- Ownership
- 75% or more
Available
Available
Available
A
ADAM D RUSSELL
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Private Wealth Advisor
- CRD
- #5325670
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,593,950 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,593,950 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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