Overview
Assets Under Management: $499 million
Headquarters: CARMEL, CA
High-Net-Worth Clients: 165
Average Client Assets: $3 million
Frequently Asked Questions
PRAETORIAN WEALTH MANAGEMENT, 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 #147814), PRAETORIAN WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PRAETORIAN WEALTH MANAGEMENT, INC. is headquartered in CARMEL, CA.
PRAETORIAN WEALTH MANAGEMENT, INC. serves 165 high-net-worth clients according to their SEC filing dated January 06, 2025. View client details ↓
According to their SEC Form ADV, PRAETORIAN WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PRAETORIAN WEALTH MANAGEMENT, INC. manages $499 million in client assets according to their SEC filing dated January 06, 2025.
According to their SEC Form ADV, PRAETORIAN WEALTH MANAGEMENT, 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: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.92
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,589
Discretionary Accounts: 1,589
Regulatory Filings
CRD Number: 147814
Last Filing Date: 2025-01-06 00:00:00
Website: https://praetorianguard.biz