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PR SQUARED WEALTH MANAGEMENT LLC
CRD 309595
1770 THE EXCHANGE, SUITE 220, ATLANTA, GA, 30339, United States
Phone
(678) 719-2735
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.7M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $10.2M |
| High net worth individuals | 1 | $2.4M |
Official SEC filing: View on IAPD