# Randall & Associates Wealth Management

> Randall & Associates Wealth Management is an SEC-registered investment advisory firm in Butler, PA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 323846
- Filed as: RANDALL & ASSOCIATES WEALTH MANAGEMENT
- Legal name: Randall & Associates Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Butler, PA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323846
- AdvisorCensus page: https://advisorcensus.com/firm/randall-and-associates-wealth-management-butler-pa-323846

## Quick answers

**How is Randall & Associates Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Randall & Associates Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Randall & Associates Wealth Management located?**
Randall & Associates Wealth Management's principal office is in Butler, PA, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Randall & Associates Wealth Management registered with the SEC or a state?**
Randall & Associates Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323846.

**How much does Randall & Associates Wealth Management manage?**
Randall & Associates Wealth Management reports $167,249,376 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (91% discretionary).

**How have Randall & Associates Wealth Management's assets and staff changed since 2023?**
In the Form ADV data for Randall & Associates Wealth Management: Regulatory assets under management: $110,595,383 in the October 2023 data and $167,249,376 in the October 2026 data, up 51%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Randall & Associates Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (47).

**Which custodians does Randall & Associates Wealth Management use?**
Randall & Associates Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Randall & Associates Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323846

**What changed in Randall & Associates Wealth Management's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $144,750,325 to $167,249,376 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $167,249,376
- Discretionary: $151,394,397
- Non-discretionary: $15,854,979

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $55,712,513 |
| High net worth individuals | 47 | $109,790,656 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $347,409 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,398,798 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Warrendale, PA

### Websites listed on Form ADV (Item 1.I)
- [randallawm.com](https://randallawm.com)
- LinkedIn @randall-associates-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $110,595,383 | 3 | June 21, 2023 |
| October 2024 | $123,737,222 | 3 | February 7, 2024 |
| October 2025 | $144,750,325 | 4 | June 26, 2025 |
| October 2026 | $167,249,376 | 3 | January 29, 2026 |

Regulatory assets under management: $110,595,383 in the October 2023 data and $167,249,376 in the October 2026 data, up 51%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $144,750,325 to $167,249,376 (+16%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from Bennett Associates Wealth Management to Randall & Associates Wealth Management, Inc..

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Randall & Associates Wealth Management (CRD 323846): Form ADV filing data as of October 2026.