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., 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
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

Joseph Clark
DirectorCRD 6020101

Richard Hewitt
PresidentCRD 4875956
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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