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PRW WEALTH MANAGEMENT LLC
PRW WEALTH MANAGEMENT LLC
QUINCY, Massachusetts
·
5 registered advisors
·
CRD# 284669
SEC# 801-108258
0
(617) 745-0900
01
Firm Overview
AUM
$512M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
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 Planning
Investment Management
Wealth Management
04
Advisors at PRW WEALTH MANAGEMENT LLC
5 registered advisors
Catherine English Dolphyn
QUINCY, Massachusetts
CRD# 3234468
Elliot Bruce Herman
QUINCY, Massachusetts
CRD# 2368790
Gary Alan Wentling
QUINCY, Massachusetts
CRD# 6152988
Richard Alan Renwick
QUINCY, Massachusetts
CRD# 1220166
William Arthur Payne
QUINCY, Massachusetts
CRD# 1328234
05
Office Locations
QUINCY, Massachusetts
5 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
.