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PROWELL FINANCIAL MANAGEMENT, LLC
CRD 281762 · SEC 801-108292
717 CONSTITUTION DRIVE, SUITE 102, EXTON, PA, 19341, United States
Phone
484-359-4057
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.86B
Discretionary AUM
$1.30B
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $44.3M |
| High net worth individuals | 34 | $6.63B |
| Charitable organizations | 8 | $165.8M |
| Corporations/business entities | 9 | $22.3M |
States served
DE, LA, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD