RIA Intel›Advisers›Florida›PRUITT RICHMOND WEALTH MANAGEMENT LLC

PRUITT RICHMOND WEALTH MANAGEMENT LLC

Advisory

ESTERO, FL

Data as of Jun 26, 2026 · Source: SEC Form ADV

Rank in FL

#2,398

of 2,610 advisers by AUM

Average account

$50K

across 61 accounts

AUM per adviser

$1M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$61K

Discretionary %98%

Total Clients21

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

21 clients

2 high-net-worth

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

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