RUSSELL WEALTH ADVISORS

Overview

Russell Wealth Advisors is an independent RIA that manages portfolios for individuals, families and a limited number of small-business/institutional clients. The firm operates primarily on a discretionary basis and mixes traditional pooled public funds with fixed-income instruments and select third‑party alternative allocations. Its fee model combines a percentage-of-AUM advisory fee with the option for hourly planning engagements, signaling a blended advisory approach that supports both ongoing portfolio management and project-based financial planning work. Investment posture favors conventional mutual funds as the core vehicle for asset allocation, with corporate debt used to build income and duration exposure. The firm supplements these core holdings with private credit allocations through external managers to enhance yield and diversify sources of return. Russell Wealth Advisors does not characterize itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices