Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Firm details
- Headquarters
- Carmel, California
- CRD number
- 147814
- Registered since
- August 7, 2008
- Website
- praetorianguard.biz
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.65%
- Individuals17.21%
- Charitable Organizations0.83%
- Corporations / Businesses0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Praetorian Guard, A Division Of Praetorian Wealth Management,Inc is an independent registered investment adviser organized as a corporation and registered with the SEC in 2008. The firm serves both individuals and families as well as institutional clients and bills on a percentage-of-AUM basis. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm reports a preference for equity exposure, is not identified as an active ESG investor, and is not listed as a pension consultant or a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- State & Local Bonds9%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 8
Marc Wehmeyer
DirectorCRD 6234658
Andrew Nelson
Associate Financial PlannerCRD 7297888
Jerome Ledzinski, Ii
Managing Director, Business OperationsCRD 5203030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$568M in ETFs
89%
$505M
0%
$63.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $75.2M | 855,232 | 13.23% |
Location
Carmel, CA
Monterey
Location
Carmel, CA
Headquartered in Carmel, CA, in the West of the United States.
- Region
- West
- County
- Monterey
- Address
- 3775 Via Nona Marie
- Time zone
- PT (UTC-8)
- Office locations
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