Praetorian Wealth Management, Inc.
● SEC registered since 2008CRD 147814SEC# 801-69431Carmel, CA
Reg. AUM
$598.7M
Employees
8
Accounts
1,839
Location
Carmel, CA
Praetorian Wealth Management, Inc. assets under management
Praetorian Wealth Management, Inc. operates as an SEC-registered investment adviser based in Carmel, CA. The firm has been registered since 2008. It reports $598.7 million in regulatory assets under management and employs 8 people.
Praetorian Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| II Jerome Michael Ledzinski Control | Managing Director | 25-50% | 2008 |
| James Francis McNulty | Shareholder | Under 5% | 2008 |
| Richard Alan Hewitt Control | President&Chief Compliance Officer | 25-50% | 2008 |
Frequently asked questions
How much does Praetorian Wealth Management, Inc. manage?
Praetorian Wealth Management, Inc. reports $598.7 million in regulatory assets under management on its Form ADV.
How many employees does Praetorian Wealth Management, Inc. have?
Praetorian Wealth Management, Inc. reports 8 employees.
Where is Praetorian Wealth Management, Inc. located?
Praetorian Wealth Management, Inc. is based in Carmel, CA and has been SEC-registered since 2008.
Does Praetorian Wealth Management, Inc. disclose fund performance?
Praetorian Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3775 Via Nona Marie, Suite 220, Carmel, CA 93923 |
| Phone | 831-622-9600 |
| Fax | 831-622-9002 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1818940 |
| Discloses disciplinary history | No |
Regulatory AUM
$598.7M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$598.7Mregulatory AUM
Discretionary $598.7M