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| Keyboard |
| Prowell Financial Management LLC
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|---|---|
| CRD # | 281762 |
| SEC # | 801-108292 |
| CIK # | |
| AUM | 6,863.6 M (2026-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 484-359-4057 |
| Address | 717 Constitution Drive Exton, PA 19341 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 34 | 6.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 8 | 0.2 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 6.9 |
| By Discretionary | ||
| Discretionary | 319 | 1.3 |
| Non-Discretionary | 85 | 5.6 |
| Total | 404 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 404 | 6.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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