Dean Roland Russell, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 109480
· SEC file 801-56225
· San Diego, CA
· WWW.DRRWEALTH.COM
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $351M
- Discretionary
- $351M
- Clients
- 176
- Avg AUM / client
- $2.0M
- Accounts
- 555
- Employees
- 6
AUM over time
$101M
$351M
Jan 3, 2012
Mar 16, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $12.5M | 3.57% |
| High net worth individuals | 138 | $338M | 96.2% |
| Pension and profit sharing plans | 1 | $857K | 0.24% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Charles Russell | Managing Member | CFP | Jan 2012 (15y) | 50% – 75% |
| Marc Robert Roland | Managing Member, Chief Compliance Officer | CFP Personal Financial Specialist | Jan 2012 (15y) | 50% – 75% |
| Juliana Guerra | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗