PR SQUARED WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$12.7M

Discretionary

0% of AUM

Avg account

$100K

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 309595
Website: www.prwmg.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., FLEXIBLE PLAN INVESTMENTS, LTD, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals80.72%
HNWI19.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

PR Squared Wealth Management LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator, offering a mix of financial planning and portfolio management alongside ancillary services such as pension consulting, selection of other advisers and educational workshops. Compensation is flexible: the firm charges percentage-of-AUM fees as well as hourly and fixed fees depending on the engagement. Investment activity is concentrated in pooled public vehicles—primarily mutual funds and public funds—while the firm also allocates to third‑party real estate managers for alternative exposure. PR Squared reports its advisory relationships as largely non‑discretionary, and it does not identify as an active ESG investor.