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| PRW Wealth Management LLC
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|
|---|---|
| CRD # | 284669 |
| SEC # | 801-108258 |
| CIK # | 0001760472 |
| AUM | $487.6 MM (2023-03-24) |
| Employees | 13 (54% Investors, 46% Brokers) |
| Phone | 617-745-0900 |
| Address | 1 Pine Hill Drive Quincy, MA 02169 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PIPR | 2,050.1 | 7.0 | |
| AAPL | 2,382,844.0 | 3.7 | |
| NVDA | 399,550.0 | 2.9 | |
| AMZN | 1,092,997.8 | 2.6 | |
| MSFT | 1,918,222.4 | 2.0 | |
| GOOG | 1,482,566.4 | 2.0 | |
| TPL | 12,640.2 | 1.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 52.5 |
| (b) Individuals (high net worth individuals) | 106 | 352.4 |
| (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 | 24.1 |
| (h) Charitable organizations | 5 | 27.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 23.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 646 | 487.6 |
| By Discretionary | ||
| Discretionary | 604 | 466.1 |
| Non-Discretionary | 42 | 21.6 |
| Total | 646 | 487.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.6 | |
| Total | 646 | 487.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001760472] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Fiduciary Investment Counsel Inc
✚
|
OH | 0.5 |
|
Northeast Advisers Inc
✚
|
PA | 0.5 |
|
TRB Wealth Management LLC
✚
|
TX | 0.5 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.5 | |
|
Kaye Capital Management
✚
|
CA | 0.5 |
|
IAM Advisory LLC
✚
|
PA | 0.5 |
|
Financial Focus LLC
✚
|
CA | 0.5 |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 0.5 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.5 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.5 |