Overview
Assets Under Management: $167 million
Headquarters: BUTLER, PA
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
RANDALL & ASSOCIATES WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323846), RANDALL & ASSOCIATES WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RANDALL & ASSOCIATES WEALTH MANAGEMENT is headquartered in BUTLER, PA.
RANDALL & ASSOCIATES WEALTH MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, RANDALL & ASSOCIATES WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RANDALL & ASSOCIATES WEALTH MANAGEMENT manages $167 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, RANDALL & ASSOCIATES WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 548
Discretionary Accounts: 499
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 323846
Filing ID: 2045150
Last Filing Date: 2026-01-29 14:44:44