A complete list of active advisors currently associated with Russell Wealth Management, LLC

Warmer can help you find a great advisor at Russell Wealth Management, LLC or one who fits your needs even better.

Russell Wealth Management provides customized, discretionary investment management primarily to high‑net‑worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm manages client assets across domestic and international stocks, bonds, mutual funds, and ETFs and operates as a very small adviser (one advisor, eight clients, roughly $2.4 million in assets under management) with a stated account minimum of $250,000. The adviser emphasizes risk‑adjusted returns using fundamental security analysis and generally maintains long holding periods while attempting to minimize turnover and tax sensitivity. Clients may impose reasonable investment restrictions and the firm typically manages accounts on a discretionary basis. A distinctive feature is that the firm’s principal also practices law approximately thirty hours per week at a law firm, reflecting a legal background that is uncommon among independent advisers. The firm recently changed to monthly billing, maintains a written Code of Ethics, and does not vote proxies on clients’ behalf (clients retain proxy voting responsibility).

To learn more about the advisors currently working at Russell Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.