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RUSSELL WEALTH ADVISORS INC.

Advisory

BOONE, IA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IA
#117
of 154 advisers by AUM
Average account
$480K
across 220 accounts
AUM per adviser
$35M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$106M
Discretionary %
100%
Clients
122
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$106M
Discretionary AUM$106M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients122
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

NORTHWEST BANK & TRUST COMPANY
DAVENPORT, IA
$105M
+21.4% 1Y
PEARL MANAGEMENT COMPANY
MUSCATINE, IA
$106M
-18.6% 1Y
ALTITUDE CAPITAL MANAGEMENT LLC
DES MOINES, IA
$104M
TRYON INVESTMENTS, LLC
NORTH LIBERTY, IA
$103M
TSMF LLC
ANKENY, IA
$102M
FENCL ADVISORY SERVICES, LLC
CEDAR FALLS, IA
$102M

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