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PR WEALTH MANAGEMENT GROUP
PR WEALTH MANAGEMENT GROUP, INC.
CRD 173711 · SEC 801-122276
990 AVENUE OF THE CITIES, SUITE 4, EAST MOLINE, IL, 61244, United States
Phone
309-792-8291
Fax
309-792-8292
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.9M
Discretionary AUM
$130.4M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 420 | $126.7M |
| High net worth individuals | 36 | $34.5M |
| Pension/profit sharing plans | 4 | $3.7M |
States served
AZ, CA, IL, IA, MN, NE, NV, TX, HI
All web addresses on file
Official SEC filing: View on IAPD