| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Stephen Tesoro Control | Chief Investment Officer / Part Owner | 25-50% | 2018 |
| William James Prentice Control | Chief Compliance Officer / Managing Member | Over 75% | 2012 |
Prentice Wealth Management LLC reports $467.2 million in regulatory assets under management on its Form ADV.
Prentice Wealth Management LLC reports 14 employees.
Prentice Wealth Management LLC is based in Rochester, NY and has been SEC-registered since 2012.
Prentice Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1150 Penfield Rd., Rochester, NY 14625 |
| Phone | 585-218-0001 |
| Fax | 585-218-0097 |
| Office hours | 8:30 - 4:30 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $450.4M |
| Non-discretionary | $16.7M |
| Total (RAUM) | $467.2M |