DBA: RANDALL & ASSOCIATES WEALTH MANAGEMENT
| Total AUM | $167.2M |
| Discretionary | $151.4M91% of AUM |
| Non-Discretionary | $15.9M |
| Client Accounts | 548 |
| Avg Account Size | $305K |
| Employees | 3 |
| Peak AUM | $167.2MJan 2026 |
| AUM CAGR |
Total AUM
$167M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $167M | +15.5% | +15.7% | — | |
| Discretionary AUM | $151M | ||||
| Total AUM | $167.2M |
| Discretionary | $151.4M |
| Employees | 3 |
| Client Accounts | 548 |
| Client Range | 0 |
Address
122 S WASHINGTON STREET
BUTLER PA 16001
Phone
724-602-0075
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$151M
90.5% of AUM
Non-Discretionary
$16M
9.5% of AUM
Disc. mix ▲ 2.0pp vs 1 year ago
No related registrations reported
| +18.1% |
| +17.3% |
| — |
| Non-Disc. AUM | $16M | 4.2% | +3.3% | — |
| Total Accounts | 548 | 3.5% | +0.5% | — |
| Avg Account Size | $305,199.591 | +19.8% | +15.2% | — |
| Employees | 3 | 25.0% | 0.0% | — |
| AUM / Employee | $56M | +54.1% | +15.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $166M | +15.4% | +15.7% | — | |
| Institutional AUM | $2M | +34.3% | +17.8% | — | |
Client Count Segments | |||||
| HNW Clients | 119 | 6.3% | 4.6% | — | |
| Individuals | 47 | +14.6% | +20.0% | — | |