RUSSELL WEALTH MANAGEMENT, LLC

RUSSELL WEALTH MANAGEMENT, LLC of JACKSON, MS is an SEC-registered investment adviser (CRD 168987). Regulatory assets under management: $2.4M.

Registration

• CRD: 168987
• Type: Registered investment adviser
• Location: 120 NORTH CONGRESS STREET, JACKSON, MS, 39201
• Phone: 601-953-2761
• Latest filing: 2026-06-02
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168987 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search