CRD: 147814
Praetorian Guard, A Division OF Praetorian Wealth MANAGEMENT,INC
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- PeakPeak
- Established Date
- 08-07-2008
- Office Locations
- 5
Office Locations
About Praetorian Guard, A Division OF Praetorian Wealth MANAGEMENT,INC
Praetorian Guard, a division of Praetorian Wealth Management, provides customized, comprehensive wealth management for families and other high‑expectation clients, acting as a trusted advisor through today’s markets. The team builds coordinated plans spanning financial, tax and estate planning, retirement strategy, and insurance/risk management. Portfolios are ETF‑centric with supporting fixed income, and the firm custodies with Pershing and serves both retail and institutional relationships.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD ALAN HEWITT
Chief Compliance Officer, President
- CRD
- #4875956
- Ownership
- 25% but less than 50%
JEROME MICHAEL LEDZINSKI, II
MANAGING DIRECTOR
- CRD
- #5203030
- Ownership
- 25% but less than 50%
Oak north
Atlas summit ridge
- CRD
- #72593
- Ownership
- 7.1%
Showing 2 of 3 owners & executives
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JOSEPH POMEROY CLARK
Director
- CRD
- #6020101
Evan Davies
Wealth Manager
- CRD
- #8009252
Value atlas
Radial vector
- CRD
- #62524
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $598,650,239 | $325,530 |
| Non-Discretionary | $0 | -- |
| Total | $598,650,239 | $325,530 |
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Separately Managed Accounts
Total SMA Asset: $598,650,239
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $804,468,127 | 15.2% |
| Corporate - Investment Grade | $1,206,702,191 | 22.8% |
| Municipal Bonds | $1,259,627,726 | 23.8% |
| Cash | $952,659,625 | 18.0% |
| Other | $1,069,095,801 | 20.2% |
| Total | $5,292,553,470 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION ZENITH EAGLE | UNISON BRIDGE | Z9BY6L9K1 | LSS | 2.47% | $69,232,358 |
| QUANTUM OPTIMA | PIONEER FRONTIER | MPBT1NOUN | RRU | 2.01% | $107,373,787 |
| PEAK ATLAS | HARBOR CATALYST | X2EJDTSTW | QPLZW | 7.93% | $14,048,344 |
| GLACIER PEAK | RIDGE PEAK | DG2LCXF6R | WBFVL | 8.15% | $119,650,447 |
| QUANTUM INSIGHT SUMMIT | BRIDGE QUANTUM | AA8JPG941 | QJZAL | 5.54% | $97,633,164 |
| BEACON CAPITAL | HORIZON LEGACY | JOFADHH6U | WMIVN | 12.60% | $73,960,489 |
| SUMMIT OAK | CAPITAL UNISON | FKTAZ9WKO | QNB | 7.78% | $46,790,670 |
| FOCUS ELEMENT | PEAK ELEMENT | 8FVFB9Y8T | RDL | 12.10% | $4,842,641 |