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Russell Wealth Management LLC
RUSSELL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in JACKSON, MS. The firm manages approximately $2 million in regulatory assets.
Russell Wealth Management LLC
RUSSELL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in JACKSON, MS. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs Russell Wealth Management LLC?
Russell Wealth Management's principals are not listed in public records or regulatory databases. The firm operates as an LLC, and its management structure is not disclosed.
Is Russell Wealth Management a single-family office or multi-family office?
Public filings classify Russell Wealth Management as an RIA, which typically serves multiple clients. The firm likely functions as a multi-family office, though it does not explicitly state this.
How does Russell Wealth Management invest?
As an RIA, the firm likely creates customized portfolios for clients. Investment strategies may include stocks, bonds, ETFs, and alternative assets like private equity or real estate. No public documents detail specific holdings or allocations.
What is Russell Wealth Management's regulatory status?
Russell Wealth Management is registered with the Securities and Exchange Commission (SEC) as an investment advisor. Registration indicates a fiduciary duty to act in clients' best interests.
Does Russell Wealth Management accept new clients?
The firm's client onboarding practices are not publicly disclosed. RIAs typically have minimum asset thresholds, but Russell Wealth Management does not publish its requirements.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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