PRW WEALTH MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	13
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	6
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	9
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	605	$489.2M
Non-Discretionary	43	$22.3M
Total	648	$511.5M

Clients

Type	Number	RAUM
Individuals	87	$38.1M
HNW Individuals	107	$387.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$25.4M
Charitable organizations	9	$33.9M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	<5	$23.9M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$2.8M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-108258
SEC ERA File Number	801-108258
SEC CIK Numbers	1760472
SEC CRD Numbers	284669
Legal Entity Identifier	None

Principal Office

1 PINE HILL DRIVE
SUITE 502
QUINCY
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic