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PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
PRAETORIAN WEALTH MANAGEMENT, INC.
CRD 147814 · SEC 801-69431
3775 VIA NONA MARIE, SUITE 220, CARMEL, CA, 93923, United States
Phone
831-622-9600
Fax
831-622-9002
Registration
— (—)
Source
State registered
Total AUM
$598.7M
Discretionary AUM
$598.7M
Team
8 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $103.0M |
| High net worth individuals | 175 | $488.8M |
| Charitable organizations | 9 | $4.9M |
| Corporations/business entities | 4 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD