Investment adviser · CRD 157807
RAND & ASSOCIATES
Investment adviser filing (IA)
RAND WEALTH, LLC
BALTIMORE, MD, United States · Form ADV filed Oct 12, 2018
- Regulatory AUM
- $1.26B Form ADV · Item 5.F
- Client accounts
- 1,266 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 296 | $975,497,375 | 77.5% |
| Charities | 13 | $141,757,517 | 11.3% |
| Individuals | 213 | $102,048,002 | 8.1% |
| Corporations & businesses | 7 | $19,737,342 | 1.6% |
| Retirement plans | 11 | $19,629,225 | 1.6% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1243830 · Oct 12, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 12, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
ONE SOUTH STREET, SUITE 2500BALTIMORE, MD, 21202, United States
CRD 157807
Filing source
Form ADV 1243830 · Oct 12, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.