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Prowell Financial Management, LLC

Prowell Financial Management, LLC. CRD 281762

Prowell Financial Management, LLC logo

CRD: 281762

Prowell Financial Management, LLC

Exton, PA, 19341
4843594057
www.prowell-financial.com
$6.9B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
4 Employees
74 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Ridge north
Established Date
02-12-2016
Office Locations
1

Office Locations

717 Constitution Drive Suite 102 Exton PA

About Prowell Financial Management, LLC

Prowell Financial Management (Exton, PA) advises founders, executives, and multi-generational business owners on complex wealth and legacy needs. The firm combines estate planning and life insurance with family office services (bill pay, financial organization) and ongoing wealth management. Portfolios are implemented primarily with ETFs alongside fixed income/public funds, typically custodied at Schwab or Fidelity.

Team overview

-- AVG AGE
$2.3B AVG AUM / ADVISOR
$92.8M AVG AUM / CLIENT
5.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Pathway Catalyst Bridge vector

Client Personas

Horizon Optima

Custodian

Capital fusion

Investment Themes

Ridge Ember foundation Alpha foundation Catalyst delta

Investment Vehicles

Vector Eagle

Platform

Pioneer

Services

Value Value vector Matrix radial Fusion zenith Ember Beacon matrix

Technology

Value

Owner & Executives

M

MARK EDWARD PROWELL

Chief Executive Officer, Managing Member

CRD
#1781070
Ownership
75% or more
(345) 763-1977
pioneer.ridge@deltacapital.com
in linkedin.com/in/bridge-legacy
C

Courtney Lynn Kauffman

Chief Compliance Officer, MANAGING DIRECTOR

CRD
#7469800
Ownership
10% but less than 25%
(731) 531-6514
vital.beacon@crestcapital.com
in linkedin.com/in/unison-bridge
I

Insight matrix

Value wave oak

CRD
#51254
Ownership
8.1%
(529) 722-1383
bridge.vital@signalcapital.com
in linkedin.com/in/element-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
07-25-2023
03-25-2024
08-04-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $1,299,039,087 $4,072,223
Non-Discretionary $5,564,530,734 $65,465,067
Total $6,863,569,821 $16,989,034

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Separately Managed Accounts

Total SMA Asset: $6,863,569,821

$6.9B Total SMA
Equity - Exchange:
26.8%
Corporate - Investment Grade:
11.5%
Public Funds:
10.5%
Corporate - Non-Investment Grade:
19.3%
Cash:
16.4%
U.S. Government/Agency:
15.5%
Asset class Assets Assets %
Equity - Exchange $312,570,276 26.8%
Corporate - Investment Grade $134,125,305 11.5%
Public Funds $122,462,235 10.5%
Corporate - Non-Investment Grade $225,097,251 19.3%
Cash $191,274,348 16.4%
U.S. Government/Agency $180,777,585 15.5%
Total $1,166,307,000 100.0%

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