Praetorian Wealth Management is an investment advisor in Carmel with $384.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262799717
SEC advisor number
801-69431
FINRA CRD number
147814
AUM ?
$384.05 mm
(as of 11 Jan 22)
Accounts
1,324
(as of 11 Jan 22)
Employees
7
(7 investment advisory or research)
Address
Praetorian Wealth Management
3775 VIA NONA MARIE
STE 220
CARMEL
CA 93923
3775 VIA NONA MARIE
STE 220
CARMEL
CA 93923
Office hours
Monday - Friday, 8:30 AM-5:00 PM
Phone
831-622-9600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hewitt, Richard, Alan | President&chief Compliance Officer | 07/2008 | 25-50% |
Ledzinski, II, Jerome, Michael | Managing Director | 07/2008 | 25-50% |
Mcnulty, James, Francis | Shareholder | 10/2008 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22