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RUSSELL WEALTH MANAGEMENT, LLC
CRD 168987
120 NORTH CONGRESS STREET, SUITE 620, JACKSON, MS, 39201, United States
Phone
601-953-2761
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $716K |
| High net worth individuals | 1 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD