Pr Wealth Management Group
Pr Wealth Management Group is an SEC-registered mass-market adviser in East Moline, IL with $164.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Pr Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173711, SEC 801-122276, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $164.9M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- East Moline, IL
- Employees
- 5
- Clients
- 460
- CRD
- 173711
- Ownership
- PERRY, DAVID, MARK; ROBINSON, JOSHUA, MATTHEW
How much AUM does Pr Wealth Management Group have?
Pr Wealth Management Group reported $164.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Pr Wealth Management Group?
Disclosed owners and executives of Pr Wealth Management Group include PERRY, DAVID, MARK, ROBINSON, JOSHUA, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.