PR WEALTH MANAGEMENT GROUP
PR WEALTH MANAGEMENT GROUP, INC. Legal Name
Adviser information for PR WEALTH MANAGEMENT GROUP last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,180 | $120.0M |
| Non-Discretionary | 56 | $7.0M |
| Total | 1,236 | $127.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 622 | $90.5M |
| HNW Individuals | 22 | $34.3M |
| 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 | $2.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| 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 clients |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-122276 |
|---|---|
| SEC ERA File Number | 801-122276 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173711 |
| Legal Entity Identifier | None |
Principal Office
990 AVENUE OF THE CITIESSUITE 4
EAST MOLINE
IL
United States
Monday - Friday, 9:00 AM - 4:30 PM
Tel: 309-792-8291, Fax: 309-792-8292
Chief Compliance Officer
JOSHUA M. ROBINSON
MANAGING DIRECTOR
990 AVENUE OF THE CITIES
SUITE 4
EAST MOLINE
IL
United States
Tel:
309-792-8291
Fax:
309-792-8292
J*****@********M
(Full email address available in API data)
Regulatory Contact
DAVID M. PERRY
MANAGING DIRECTOR
990 AVENUE OF THE CITIES
SUITE 4
EAST MOLINE
IL
United States
Tel:
309-792-8291
Fax:
309-792-8292
D****@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PERRY, DAVID, MARK | Individual | – | OWNER | 12/2007 | 50-75% |
| ROBINSON, JOSHUA, MATTHEW | Individual | – | OWNER | 12/2007 | 50-75% |
| ROBINSON, JOSHUA, MATTHEW | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2015 | 50-75% |