Prentice Wealth Management LLC
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 160052
- Registered since
- April 24, 2012
- Website
- www.prenticewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals73.35%
- HNWI23.26%
- Corporations / Businesses2.51%
- Other Investment Advisers0.6%
- Charitable Organizations0.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Prentice Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2012) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly charges, subscription models, and fixed fees. The firm also identifies as an active ESG investor.
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents5%
- Other2%
Owners & executives
1 of 1
Shawn Tesoro
CIOCRD 2394286
Contacts
3 of 4
Anthony Vaccaro
Wealth Management AdvisorCRD 4384776
William Prentice
FounderCRD 3212474
Michelle Werth
Managing MemberCRD 3054084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$455M in ETFs
72%
$328M
18%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $68.4M | 723,954 | 15.03% |
Location
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1150 Penfield Rd
- Time zone
- ET (UTC-5)
- Office locations
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