Randall & Associates Wealth Management, Inc.
● SEC registered since 2022CRD 323846SEC# 801-126966Butler, PA
Reg. AUM
$167.2M
Employees
3
Accounts
548
Location
Butler, PA
Randall & Associates Wealth Management, Inc. assets under management
Randall & Associates Wealth Management, Inc. operates as an SEC-registered investment adviser based in Butler, PA. The firm has been registered since 2022. It reports $167.2 million in regulatory assets under management and employs 3 people.
Randall & Associates Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Collin Kenneth Randall Control | President And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Randall & Associates Wealth Management, Inc. manage?
Randall & Associates Wealth Management, Inc. reports $167.2 million in regulatory assets under management on its Form ADV.
How many employees does Randall & Associates Wealth Management, Inc. have?
Randall & Associates Wealth Management, Inc. reports 3 employees.
Where is Randall & Associates Wealth Management, Inc. located?
Randall & Associates Wealth Management, Inc. is based in Butler, PA and has been SEC-registered since 2022.
Does Randall & Associates Wealth Management, Inc. disclose fund performance?
Randall & Associates Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 122 S Washington Street, Butler, PA 16001 |
| Phone | 724-602-0075 |
| Fax | 724-256-5604 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2011901 |
| Discloses disciplinary history | No |
Regulatory AUM
$167.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$167.2Mregulatory AUM
Discretionary $151.4MNon-discretionary $15.9M