Overview
Assets Under Management: $8.1 billion
Headquarters: EXTON, PA
High-Net-Worth Clients: 31
Average Client Assets: $252 million
Frequently Asked Questions
PROWELL FINANCIAL MANAGEMENT, LLC 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 #281762), PROWELL FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PROWELL FINANCIAL MANAGEMENT, LLC is headquartered in EXTON, PA.
PROWELL FINANCIAL MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, PROWELL FINANCIAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PROWELL FINANCIAL MANAGEMENT, LLC manages $8.1 billion in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, PROWELL FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.63
Average High-Net-Worth Client Assets: $252 million
Total Client Accounts: 367
Discretionary Accounts: 286
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 281762
Last Filing Date: 2025-02-25 00:00:00
Website: https://prowell-financial.com