PRW WEALTH MANAGEMENT LLC

QUINCY, Massachusetts·4 registered advisors·CRD# 284669
SEC# 801-1082580(617) 745-0900
01

Firm Overview

AUM
$512M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PRW WEALTH MANAGEMENT LLC

4 registered advisors
Catherine English Dolphyn
QUINCY, Massachusetts
Elliot Bruce Herman
QUINCY, Massachusetts
CFP
Richard Alan Renwick
QUINCY, Massachusetts
ChFC
William Arthur Payne
QUINCY, Massachusetts
ChFC
05

Office Locations

QUINCY, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. PRW WEALTH MANAGEMENT LLC (CRD# 284669) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.