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Praetorian Wealth Management, Inc.

● SEC registered since 2008CRD 147814SEC# 801-69431Carmel, CA
Export (members)
Reg. AUM
$498.8M
Employees
8
Accounts
1,589
Location
Carmel, CA

Praetorian Wealth Management, Inc. assets under management

Praetorian Wealth Management, Inc. operates as an SEC-registered investment adviser based in Carmel, CA. The firm has been registered since 2008. It reports $498.8 million in regulatory assets under management and employs 8 people.
www.praetorianguard.bizView on SEC.gov ↗

Praetorian Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
II Jerome Michael Ledzinski ControlManaging Director25-50%2008
James Francis McNultyShareholderUnder 5%2008
Richard Alan Hewitt ControlPresident&Chief Compliance Officer25-50%2008

Frequently asked questions

How much does Praetorian Wealth Management, Inc. manage?

Praetorian Wealth Management, Inc. reports $498.8 million in regulatory assets under management on its Form ADV.

How many employees does Praetorian Wealth Management, Inc. have?

Praetorian Wealth Management, Inc. reports 8 employees.

Where is Praetorian Wealth Management, Inc. located?

Praetorian Wealth Management, Inc. is based in Carmel, CA and has been SEC-registered since 2008.

Does Praetorian Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address3775 Via Nona Marie, Suite 220, Carmel, CA 93923
Phone831-622-9600
Fax831-622-9002
Office hours8:30 a.m.-5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1818940
Discloses disciplinary historyNo

Assets under management

Discretionary$498.8M
Non-discretionary$0
Total (RAUM)$498.8M