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PRUITT RICHMOND WEALTH MANAGEMENT LLC
CRD 324967
19910 S TAMIAMI TRAIL, SUITE D, ESTERO, FL, 33928, United States
Phone
239-319-5888
Fax
(239) 676-7967
Registration
— (—)
Source
State registered
Total AUM
$3.1M
Discretionary AUM
$3.0M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $1.5M |
| High net worth individuals | 2 | $1.5M |
| Pension/profit sharing plans | 3 | $61K |
Official SEC filing: View on IAPD