Praetorian Wealth Management Inc

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Assets, Funds, Holdings

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Praetorian Wealth Management Inc
CRD #147814
SEC #801-69431
CIK #0001818940
AUM $427.9 MM (2024-01-10)
Employees 8 (75% Investors, 0% Brokers)
Phone831-622-9600
Address3775 Via Nona Marie
Carmel, CA 93923
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4503602701809002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 3.9
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4503602701809002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 236 83.0
(b) Individuals (high net worth individuals) 125 332.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 2.9
(h) Charitable organizations 10 6.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 2.7
(n) Other 0 0.0
Total 1,479 427.9
By Discretionary
Discretionary 1,479 427.9
Non-Discretionary 0 0.0
Total 1,479 427.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 427.9
Total 1,479 427.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001818940]
Comparable Firms State AUM ($BB)
SK Wealth Management LLC
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CA 0.4
Jacobsen Capital Management LLC
UT 0.4
Strong Tower Advisory Services LLC
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Wespac Advisors Socal LLC
CA 0.4
Private Wealth Management Group LLC
NJ 0.4
Alexander Labrunerie & Co Inc
MO 0.4
Truenorth Wealth & Impact LLC
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Huber Capital Management LLC
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Aries Wealth Management LLC
ME 0.4
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