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PR SQUARED WEALTH MANAGEMENT LLC

Advisory

ATLANTA, GA

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account

$100K

across 127 accounts

AUM per adviser

$4M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients103

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

103 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

NEURAVEST RESEARCH INC

$13M

AVERE WEALTH MANAGEMENT, LLC

$13M

GIEN CAPITAL MANAGEMENT LLC

$13M

COMPASS ADVISORS LLC

$13M

MARATHON WEALTH INCORPORATED

$12M

RANDALL PAUL MARTIN

$13M

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