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RUSSELL WEALTH ADVISORS
RUSSELL WEALTH ADVISORS INC.
CRD 290403
611 STORY STREET, BOONE, IA, 50036, United States
Phone
515-432-7000
Fax
515-432-0312
Registration
— (—)
Source
State registered
Total AUM
$105.6M
Discretionary AUM
$105.6M
Team
3 total employees; 3 advisory reps; 121 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $30.6M |
| High net worth individuals | 39 | $70.2M |
| Charitable organizations | 1 | $4.8M |
All web addresses on file
Official SEC filing: View on IAPD