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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- FoundationWave +more
- Established Date
- 07-17-2018
- Office Locations
- 1
Office Locations
About PRS Wealth Management
PRS Wealth Management is a fee-only fiduciary firm providing highly customized wealth management through comprehensive financial planning and individualized portfolio management. Planning covers financial independence, portfolio design, tax and estate considerations, education funding, and cash management, with an emphasis on client understanding and decision support. Based in Coppell, TX and led by managing member Paul Roos Streiber.
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Owner & Executives
PAUL ROOS STREIBER
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #2108422
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,864,074 | -- |
| Non-Discretionary | $7,115,671 | -- |
| Total | $66,979,745 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,979,745
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,187,495,799 | 25.2% |
| Equity - Exchange | $3,723,951,182 | 42.9% |
| Cash | $2,769,091,904 | 31.9% |
| Total | $8,680,538,885 | 100.0% |