RUSSELL WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$300K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
JACKSON, Mississippi
CRD number
168987
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.11%
  • Individuals29.89%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Russell Wealth Management, LLC is a small, privately held advisory firm organized as a limited liability company that serves individual and family clients. The firm reports portfolio management for individuals and small businesses as its advisory activity and charges fees as a percentage of assets under management. Its regulatory filings identify the firm's primary business activity as a law practice alongside its advisory work, and it is not registered as a multi-state or pension consultant adviser. The firm does not report active ESG investing and is not characterized as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 20%, Investment Grade Corp Bonds 20%, Cash & Cash Equivalents 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds20%
  • Investment Grade Corp Bonds20%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • GLOVER RUSSELL

    AssociateCRD 5735300

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

JACKSON, MS

HINDS

Location

JACKSON, MS

Headquartered in JACKSON, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area
Jackson-Vicksburg-Brookhaven, MS
Region
South
County
HINDS
Address
120 N Congress St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth