RIA Intel›Advisers›Pennsylvania›PROWELL FINANCIAL MANAGEMENT, LLC

PROWELL FINANCIAL MANAGEMENT, LLC

Advisory

N·EXTON, PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$6.9B
1-Year AUM Growth
-3.0%
3-Year CAGR
+97.3%
Employees
3
Assets Under Management
Total AUM$6.9B
Discretionary AUM$1.3B
Non-Discretionary AUM$5.6B
Discretionary %18.9%
Total Clients60
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record15
First FilingAug 15, 2016
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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