RANDALL & ASSOCIATES WEALTH MANAGEMENT

Legal name: RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.

CRD 323846File 801-126966

APPROVED

Retail clients

Filing as of Jan 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$167.2M

Bottom 25% of cohort (national)

Discretionary AUM

$151.4M

Non-discretionary $15.9M

Clients

166

548 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Nov 30, 2022
Principal office: 122 S WASHINGTON STREET, BUTLER, PA, 16001
Phone: 724-602-0075
Website: https://www.randallawm.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $167.2M
Discretionary AUM: $151.4M
Non-discretionary AUM: $15.9M
Discretionary accounts: 499
Non-discretionary accounts: 49
Total accounts: 548
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.4M
High net worth individuals	47	$109.8M
Pension and profit sharing plans	Fewer than 5	$347K
Individuals (other than high net worth individuals)	119	$55.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.