PRS Wealth Management

RIASEC Registered
Total AUM
$67M
Discretionary
$59.9M
89% of AUM
Avg account
$419K
Accounts
160
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
296319
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI74.71%
  • Individuals25.29%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

PRS Wealth Management is an independent, owner-operated limited liability company that advises individual and family clients. The firm’s advisory mandate centers on financial planning and portfolio management for individuals and small businesses. Its compensation accepts both a percentage-of-AUM model and fixed fees. The firm identifies as an active ESG investor, which suggests sustainability or ESG criteria are applied when selecting investments. PRS is not structured as a capital allocator or related adviser, and it does not present itself as a multi-state or pension consultant adviser. The firm is established rather than newly formed and conducts traditional wealth-management activities rather than running separate advisory funds.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 12%, Cash & Cash Equivalents 5%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Paul Streiber

    Paul Streiber

    Private Wealth AdvisorCRD 2108422

Wealth teams

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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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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth