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Pr Wealth Management Group, Inc.

● SEC registered since 2021CRD 173711SEC# 801-122276East Moline, IL
Export (members)
Reg. AUM
$142M
Employees
4
Accounts
419
Location
East Moline, IL

Pr Wealth Management Group, Inc. assets under management

Pr Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in East Moline, IL. The firm has been registered since 2021. It reports $142 million in regulatory assets under management and employs 4 people.
www.facebook.com/prwmgView on SEC.gov ↗

Pr Wealth Management Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
David Mark Perry ControlOwner50-75%2007
Joshua Matthew Robinson ControlOwner50-75%2007
Joshua Matthew Robinson ControlChief Compliance Officer50-75%2015

Frequently asked questions

How much does Pr Wealth Management Group, Inc. manage?

Pr Wealth Management Group, Inc. reports $142 million in regulatory assets under management on its Form ADV.

How many employees does Pr Wealth Management Group, Inc. have?

Pr Wealth Management Group, Inc. reports 4 employees.

Where is Pr Wealth Management Group, Inc. located?

Pr Wealth Management Group, Inc. is based in East Moline, IL and has been SEC-registered since 2021.

Does Pr Wealth Management Group, Inc. disclose fund performance?

Pr Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address990 Avenue of the Cities, Suite 4, East Moline, IL 61244
Phone309-792-8291
Fax309-792-8292
Office hours9:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2056910
Discloses disciplinary historyNo

Assets under management

Discretionary$130M
Non-discretionary$12M
Total (RAUM)$142M