Praetorian Guard, A Division of Praetorian Wealth Management,Inc

RIASEC RegisteredEst. 2008
Total AUM
$599M
Discretionary
$599M
100% of AUM
Avg account
$326K
Accounts
1,839
Employees
8
Advisory reps
8

Firm details

Headquarters
Carmel, California
CRD number
147814
Registered since
August 7, 2008
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

FINTRX

Overview

Praetorian Guard, a division of Praetorian Wealth Management, Inc., operates as an independent registered investment adviser that provides fee-based wealth management and financial planning. The firm reports advising both individual and family clients as well as institutional and business clients, offering portfolio management and financial planning services. It charges clients on a percentage-of-assets-under-management basis and lists 2008 as its SEC registration year. On its filings the firm indicates it is not an active ESG investor and does not identify itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, State & Local Bonds 9%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 2%, Other 1%80%
  • Exchange Traded Equities80%
  • State & Local Bonds9%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents2%
  • Other1%

Contacts

3 of 8
  • Marc Wehmeyer

    Marc Wehmeyer

    DirectorCRD 6234658

  • Joseph Clark

    Joseph Clark

    DirectorCRD 6020101

  • Richard Hewitt

    Richard Hewitt

    PresidentCRD 4875956

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 67

Active vs passive

$568M in ETFs

Passive

89%

$505M

Active

0%

$63.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WORLD FUND (MGK)VanguardPassiveLarge Growth$75.2M855,23213.23%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth