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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2020
- Office Locations
- 3
Office Locations
About PR Squared Wealth Management LLC
PR Squared Wealth Management is an Atlanta-based RIA focused on integrated financial planning for working families and small-business owners, including education, retirement, tax, protection/insurance and estate planning alongside investment planning. Portfolios emphasize disciplined asset allocation and risk management, primarily implemented with public funds; the firm also supports relationships on SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PHIMAR DALE PATTERSON
Chief Compliance Officer, Managing Member
- CRD
- #4493857
- Ownership
- 50% but less than 75%
ROYCE ORLANDO RICHARDSON
Financial Advisor, General Partner, Managing Member
- CRD
- #3068524
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Devin Lamont Alphin
--
- CRD
- #6103157
CHERYL LEONARD-PEEPLES
Senior Consultant
- CRD
- #4171313
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,696,520 | -- |
| Total | $12,696,520 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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