RIA Intel›Advisers›Massachusetts›PRW WEALTH MANAGEMENT LLC

PRW WEALTH MANAGEMENT LLC

Advisory

N·QUINCY, MA

Data as of Apr 17, 2023 · Source: SEC Form ADV

Total AUM

$512M

1-Year AUM Growth

-15.3%

3-Year CAGR

+4.3%

Employees

7

Assets Under Management

Total AUM$512M

Discretionary AUM$489M

Non-Discretionary AUM$22M

Discretionary %95.6%

Total Clients—

Team

Total Employees7

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingAug 8, 2016

Latest FilingApr 17, 2023

🔒 Full AUM trend chart and 18 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRW WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.