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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2023
- Office Locations
- 1
Office Locations
About PRR Wealth Management
PRR Wealth Management is a Georgia-based RIA focused on real, inflation-adjusted wealth outcomes. The firm pairs deep financial planning with ongoing net-worth tracking and projections in real purchasing power, then actively manages portfolios—often using ETFs and public funds—to keep clients on track for long-term goals. Primarily serves retail investors (including entrepreneurs) with accounts typically custodied at Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
CHRISTOPHER SHANNON WILSON
Managing Director, Managing Member
- CRD
- #2611846
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,860 | -- |
| Non-Discretionary | $0 | -- |
| Total | $926,860 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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