Overview
Assets Under Management: $488 million
Headquarters: QUINCY, MA
High-Net-Worth Clients: 106
Average Client Assets: $3.3 million
Frequently Asked Questions
PRW WEALTH 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 #284669), PRW WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
PRW WEALTH MANAGEMENT LLC is headquartered in QUINCY, MA.
PRW WEALTH MANAGEMENT LLC serves 106 high-net-worth clients according to their SEC filing dated March 24, 2023. View client details ↓
According to their SEC Form ADV, PRW WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PRW WEALTH MANAGEMENT LLC manages $488 million in client assets according to their SEC filing dated March 24, 2023.
According to their SEC Form ADV, PRW WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.26%
Average Client Assets: $3.3 million
Total Client Accounts: 646
Discretionary Accounts: 604
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 284669
Filing ID: 1736715
Last Filing Date: 2023-03-24 10:10:00