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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-23-2015
- Office Locations
- 2
Office Locations
About PR Wealth Management Group
PR Wealth Management Group provides comprehensive wealth management for families, professionals, and business owners, including financial planning, retirement planning, tax strategy, estate planning, and special-needs planning. The advisors follow an academically grounded, research-driven investment approach designed to align portfolios to goals and risk while minimizing taxes and costs. Co-founded by David Perry and Joshua Robinson; operates from two offices.
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Investment Themes
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Owner & Executives
DAVID MARK PERRY
Owner
- CRD
- #4529490
- Ownership
- 50% but less than 75%
JOSHUA MATTHEW ROBINSON
Managing Director, Owner
- CRD
- #4606425
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
GREGORY LEE FEESE
--
- CRD
- #4586434
JOSEPH MERCADO KLOECKNER
--
- CRD
- #5956328
Element north
Fusion delta foundation
- CRD
- #25011
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,418,300 | $310,520 |
| Non-Discretionary | $34,462,518 | $957,292 |
| Total | $164,880,818 | $361,581 |
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Separately Managed Accounts
Total SMA Asset: $164,880,818
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,056,898,999 | 37.1% |
| Cash | $5,182,720,944 | 62.9% |
| Total | $8,239,619,943 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR EAGLE CATALYST | VALUE VITAL | WHINKOOIL | FRV | 12.11% | $16,630,723 |
| FOUNDATION UNISON ELEMENT | INSIGHT RADIAL | Z6JVFQL3Y | WAR | 7.53% | $26,871,731 |
| VERTEX VECTOR OPTIMA | VITAL LEGACY | 51OR39425 | VTKRF | 10.81% | $64,527,038 |
| OAK GLACIER LEGACY | GLACIER LEGACY | BTT29UV5M | PLT | 7.07% | $104,883,366 |
| MOMENTUM SIGNAL NORTH | MERIDIAN OAK | 9AGB1Y6AB | UEB | 11.35% | $4,712,348 |
| MERIDIAN CATALYST ZENITH | WAVE CREST | DHOLU6M6B | TQSH | 4.29% | $3,613,470 |
| RADIAL NORTH TIMBER | SUMMIT MERIDIAN | H7GC9NHG3 | ZLPR | 9.71% | $15,871,413 |
| FUSION ZENITH | BEACON SIGNAL | KJQ7QGHE2 | KUW | 12.16% | $15,444,011 |