RUSSELL WEALTH ADVISORS

RUSSELL WEALTH ADVISORS of BOONE, IA is an SEC-registered investment adviser (CRD 290403). Regulatory assets under management: $105.6M.

Registration

• CRD: 290403
• Type: Registered investment adviser
• Location: 611 STORY STREET, BOONE, IA, 50036
• Phone: 515-432-7000
• Latest filing: 2026-03-31
• Regulatory AUM: $105.6M
• Discretionary AUM: $105.6M
• Clients: 3
• Accounts: 220

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 290403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search