PRR Wealth Management
RIAState Registered
Total AUM
$927K
Discretionary
$927K
100% of AUM
Avg account
$132K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324376
- Website
- prrwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PRR Wealth Management operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm does not classify itself under a specific category and does not engage in capital allocation. PRR Wealth Management is not an active ESG investor and does not operate as a multi-state adviser. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, fixed fees, and other methods.
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 Funds70%
- Exchange Traded Equities17%
- Cash & Cash Equivalents10%
- Derivatives3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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