Pruitt Richmond Wealth Management LLC

Overview

Pruitt Richmond Wealth Management LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm serves a mix of individual and family clients alongside some institutional relationships, and it focuses on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and can also bill on an hourly or fixed-fee basis. The adviser does not position itself as a capital allocator and does not list active ESG investing as part of its offering. It is not characterized as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. An accounting professional relationship is noted among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices