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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 243 clients, or 81 clients per representative. That equates to $434.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GARY DEAN RUSSELL
Chief Executive Officer
- CRD
- #1027160
- Ownership
- 75% or more
ADAM D RUSSELL
Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Private Wealth Advisor
- CRD
- #5325670
- Ownership
- Less than 5%
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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
SMA allocation detail is available
Russell Wealth Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.