$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2013
- Office Locations
- 1
Office Locations
120 North Congress Street Suite 620 Jackson MS
About Russell Wealth Management, LLC
Russell Wealth Management, LLC is a Jackson, MS fiduciary RIA focused on managing assets from major life events (business sale, estate settlement, property sale, divorce, loss of a spouse). Services include tax strategy/IRA rollovers, retirement planning, and trust management. Portfolios primarily use ETFs alongside investment-grade corporate and U.S. government bonds; custody includes Charles Schwab.
Team overview
38 AVG AGE
$2.4M AVG AUM / ADVISOR
$299.6K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GLOVER ALCORN RUSSELL III
Agent, President
- CRD
- #5735300
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,396,929 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,396,929 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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