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RANDALL & ASSOCIATES WEALTH MANAGEMENT
RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.
CRD 323846 · SEC 801-126966
122 S WASHINGTON STREET, BUTLER, PA, 16001, United States
Phone
724-602-0075
Fax
724-256-5604
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.2M
Discretionary AUM
$151.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $55.7M |
| High net worth individuals | 47 | $109.8M |
States served
PA, TX
All web addresses on file
Official SEC filing: View on IAPD