Pr Wealth Management Group, Inc.
● SEC registered since 2021CRD 173711SEC# 801-122276East Moline, IL
Reg. AUM
$164.9M
Employees
5
Accounts
456
Location
East Moline, IL
Pr Wealth Management Group, Inc. assets under management
Pr Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in East Moline, IL. The firm has been registered since 2021. It reports $164.9 million in regulatory assets under management and employs 5 people.
Pr Wealth Management Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Mark Perry Control | Owner | 50-75% | 2007 |
| Joshua Matthew Robinson Control | Chief Compliance Officer | 50-75% | 2015 |
| Joshua Matthew Robinson Control | Owner | 50-75% | 2007 |
Frequently asked questions
How much does Pr Wealth Management Group, Inc. manage?
Pr Wealth Management Group, Inc. reports $164.9 million in regulatory assets under management on its Form ADV.
How many employees does Pr Wealth Management Group, Inc. have?
Pr Wealth Management Group, Inc. reports 5 employees.
Where is Pr Wealth Management Group, Inc. located?
Pr Wealth Management Group, Inc. is based in East Moline, IL and has been SEC-registered since 2021.
Does Pr Wealth Management Group, Inc. disclose fund performance?
Pr Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 990 Avenue of the Cities, Suite 4, East Moline, IL 61244 |
| Phone | 309-792-8291 |
| Fax | 309-792-8292 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2056910 |
| Discloses disciplinary history | No |
Regulatory AUM
$164.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$164.9Mregulatory AUM
Discretionary $130.4MNon-discretionary $34.5M