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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Glacier zenithLegacy radial +more
- Established Date
- 01-07-2022
- Office Locations
- 1
Office Locations
About Progeny Wealth Management LLC
Progeny provides integrated advice for individuals and families with complex financial needs, combining financial planning, tax and legal services with investment management tailored to individual circumstances. The firm operates across the UK and international hubs, offering a joined-up, multi-specialist approach. Progeny Wealth was named Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26.
Team overview
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CRM
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Investment Themes
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Owner & Executives
MYRNA ELISA ARROYO
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #7461717
- Ownership
- 50% but less than 75%
Devin Gunner Jones
Managing Partner
- CRD
- #7464617
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,648,019,052 | 42.7% |
| Cash | $1,617,142,817 | 41.9% |
| Equity - Exchange | $594,367,526 | 15.4% |
| Total | $3,859,529,395 | 100.0% |