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| Randall & Associates Wealth Management Inc
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|---|---|
| CRD # | 323846 |
| SEC # | 801-126966 |
| CIK # | 0002011901 |
| AUM | $167.2 M (2026-01-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 724-602-0075 |
| Address | 122 S Washington Street Butler, PA 16001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011901 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| Microsoft Corp | 1.0 | ||
| Apple Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Phillips 66 | 0.7 | ||
| Lilly Eli & Co | 0.6 | ||
| Johnson & Johnson | 0.6 | ||
| Cisco Systems Inc | 0.5 | ||
| Caterpillar Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 55.7 |
| (b) Individuals (high net worth individuals) | 47 | 109.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 548 | 167.2 |
| By Discretionary | ||
| Discretionary | 499 | 151.4 |
| Non-Discretionary | 49 | 15.9 |
| Total | 548 | 167.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.2 | |
| Total | 548 | 167.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011901] |
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|---|---|---|
|
Dartmouth Capital Advisors Inc
✚
|
0.2 | |
|
917 Advisory Services LLC
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|
WA | 0.2 |
|
Gambit Capital Management LLC
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0.2 | |
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Safe Harbor Wealth Advisors LLC
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Catalyst Wealth Advisors LLC
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CA | 0.2 |
|
Armory Capital Management LLC
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|
TRG Investment Advisors LLC
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CO | 0.2 |
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Schlindwein Associates LLC
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TX | 0.2 |
|
Perissos Private Wealth Management LLC
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|
OK | 0.2 |
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Greenbelt Investment Advisors LLC
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TX | 0.2 |