PRW Wealth Management is an investment advisor in Quincy with $511.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272409376
SEC advisor number
801-108258
FINRA CRD number
284669
AUM ?
$511.53 mm
(as of 17 Apr 23)
Accounts
648
(as of 17 Apr 23)
Employees
13
(7 investment advisory or research)
Address
PRW Wealth Management
1 PINE HILL DRIVE
SUITE 502
QUINCY
MA 02169
1 PINE HILL DRIVE
SUITE 502
QUINCY
MA 02169
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
6177450900
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Renwick, Richard, Alan | Managing Member/co-founder/chief Compliance Officer | 09/2016 | 50-75% |
| Payne, William, Arthur | Managing Member/co-founder | 09/2016 | 50-75% |
| Herman, Elliot, Bruce | Chief Investment Officer | 09/2016 | < 5% |
| Wentling, Gary, Alan | Director of Finance and Operations | 09/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21