Russell Wayne Samples
Financial advisor at Private Wealth Asset Management · San Antonio, TX
Last updated 2026-10-10
Claim your profileRussell Wayne Samples is a financial advisor at Private Wealth Asset Management in San Antonio, TX, CRD 2479870. Licenses and exams on the registration: Series 63, Series 66, Series 65. First registered 1999-03-16.
Registration
- CRD number
- 2479870
- Registration status
- Active
- First registered
- 1999-03-16
- Years of experience
- 27
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
- Series 65
Work history
- 2013-12 to 2021-10 · Wells Fargo Bank · San Antonio, TX
- 2021-10 to Present · Private Wealth Asset Management · San Antonio, TX
Current employment
- Private Wealth Asset Management · Omaha, NE
Private Wealth Asset Management
- Regulatory AUM
- $2,523,259,243
- Registered advisors
- 22
- Offices
- 11
- Clients per advisor
- 25.4 (Low)
- Average AUM per client
- $4.5M (Moderate)
- High-net-worth client ratio
- 72.6% (High)
Private Wealth Asset Management: advisors, services and reported ETF investments
Reported ETF positions
Private Wealth Asset reports 243 ETF positions worth $640.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $105.8M |
| IEFA — iShares Core MSCI EAFE ETF | $73M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $67.3M |
| IJH — iShares Core S&P Mid-Cap ETF | $63.8M |
| IJR — iShares Core S&P Small-Cap ETF | $34.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Private Wealth Asset's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | FELC — Fidelity Enhanced Large Cap Core ETF | $70.7K | Top 99.6% | Peer conviction 77.5% · Active return +3.45% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $105.8M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | JMEE — JPMorgan Small & Mid Cap Enhanced Equity ETF | $18.6K | Top 99.6% | Residual alpha +1.58% · Residual Sharpe 0.08 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $12.6K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Private Wealth Asset Management on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
112 E. Pecan St., San Antonio, TX 78205
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 402-227-4208
- Website: privatewealth.com
Official record
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