Pruitt Richmond Wealth Management LLC

Overview

Pruitt Richmond Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals/families and select institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Industry ties listed on the filing include an affiliation with an accountant.

Assets & Accounts

Investments & Alternatives