Overview
Assets Under Management: $142 million
Headquarters: EAST MOLINE, IL
High-Net-Worth Clients: 31
Average Client Assets: $1 million
Frequently Asked Questions
PR WEALTH MANAGEMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173711), PR WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
PR WEALTH MANAGEMENT GROUP, INC. is headquartered in EAST MOLINE, IL.
PR WEALTH MANAGEMENT GROUP, INC. serves 31 high-net-worth clients according to their SEC filing dated April 21, 2025. View client details ↓
According to their SEC Form ADV, PR WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PR WEALTH MANAGEMENT GROUP, INC. manages $142 million in client assets according to their SEC filing dated April 21, 2025.
According to their SEC Form ADV, PR WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.48
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 419
Discretionary Accounts: 355
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 173711
Filing ID: 1980119
Last Filing Date: 2025-04-21 10:05:00
Website: https://prwmg.com