PRUITT RICHMOND WEALTH MANAGEMENT LLC

Overview

Pruitt Richmond Wealth Management LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, delivering fee-based advice through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its investment activity is centered on public pooled vehicles rather than direct securities trading or broad alternative allocations; the firm's filings show a strong reliance on mutual funds and managed public funds as the primary building blocks for client portfolios. The adviser is not positioned as an allocator to third-party alternative asset managers, does not identify as an ESG investor, and is not registered as a multi-state or pension consultant adviser. Given its modest scale, the practice appears to serve a localized or niche client base with personalized planning and discretionary portfolio management rather than operating a high-volume advisory platform.

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Location & Offices