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PRS Wealth Management

PRS Wealth Management. CRD 296319

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CRD: 296319

PRS Wealth Management

Coppell, TX
2142061700
$67.0M Total AUM
$59.9M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
FoundationWave +more
Established Date
07-17-2018
Office Locations
1

Office Locations

-- Coppell TX

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.

Team overview

-- AVG AGE
$67.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Timber

Custodian

Pathway

Investment Themes

North Momentum Focus vertex Bridge Wave focus

Investment Vehicles

Catalyst vector

Services

Optima optima Beacon vertex Harbor momentum Pioneer unison North North pioneer Unison Ridge harbor Pathway fusion

Technology

Oak fusion Glacier Frontier oak

Owner & Executives

PAUL ROOS STREIBER

PAUL ROOS STREIBER

Chief Compliance Officer, Managing Member, Private Wealth Advisor

CRD
#2108422
Ownership
75% or more
(410) 795-5951
peak.insight@ridgecapital.com
in linkedin.com/in/crest-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$67.0M Total SMA
Public Funds:
25.2%
Equity - Exchange:
42.9%
Cash:
31.9%
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%

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