P
CRD: 324967
Pruitt Richmond Wealth Management LLC
$3.1M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
3 Employees
24 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2023
- Office Locations
- 1
Office Locations
19910 S Tamiami Trail Suite D Estero FL
About Pruitt Richmond Wealth Management LLC
Pruitt Richmond Wealth Management LLC is a Estero-based RIA. The firm has been operating for 3 years. Managing $3.1M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$127.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Mitchell Huel Pruitt
Partner
- CRD
- #7689277
- Ownership
- 25% but less than 50%
Available
Available
Available
W
Wesley John Pruitt
Certified Financial Planner, PARTNER
- CRD
- #7689264
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,001,536 | -- |
| Non-Discretionary | $60,973 | -- |
| Total | $3,062,509 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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