PRAETORIAN WEALTH MANAGEMENT, INC.
Legal name: PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
CRD #147814 SEC #801-69431 CARMEL, CA 831-622-9600
SEC Registered
Total AUM
$498.8M
Discretionary
$498.8M
Employees
8
Clients
251
Accounts
1,589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $498.8M | $498.8M | $0 | 8 | 0 |
| Jan 2025 | $498.8M | $498.8M | $0 | 8 | 0 |
| Jan 2024 | $427.9M | $427.9M | $0 | 8 | 0 |
| Jan 2023 | $347.8M | $347.8M | $0 | 7 | 0 |
| Jan 2022 | $384M | $384M | $0 | 7 | 0 |
| Jun 2021 | $323.5M | $321.3M | $2.3M | 7 | 286 |
| Jan 2021 | $323.5M | $321.3M | $2.3M | 7 | 286 |
| May 2020 | $244.2M | $244.2M | $0 | 6 | 274 |
| Jan 2020 | $244.2M | $244.2M | $0 | 6 | 274 |
| Jan 2019 | $188M | $188M | $0 | 6 | 253 |
| Jan 2018 | $194.2M | $194.2M | $0 | 7 | 0 |
| Jan 2017 | $142.8M | $142.8M | $0 | 6 | 200 |
| Aug 2016 | $134.7M | $134.7M | $0 | 6 | 200 |
| Jan 2016 | $128.7M | $128.7M | $0 | 6 | 200 |
| Jan 2016 | $128.7M | $128.7M | $0 | 6 | 200 |
| Jan 2015 | $122.6M | $122.6M | $0 | 5 | 200 |
| Mar 2014 | $99.8M | $99.8M | $0 | 5 | 200 |
| Jan 2014 | $99.8M | $99.8M | $0 | 5 | 200 |
| Jan 2013 | $73.2M | $73.2M | $0 | 4 | 100 |
| Feb 2012 | $61.1M | $59.1M | $2M | 1 | 26 |
| Mar 2011 | $55.1M | $53M | $2.1M | 5 | -- |
| Mar 2011 | $55.1M | $53M | $2.1M | 5 | -- |
| Jan 2010 | $45.4M | $45M | $356K | 5 | -- |
| Apr 2009 | $42M | $41.5M | $563K | 5 | -- |
DateSep 2025
Total AUM$498.8M
Discretionary$498.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2025
Total AUM$498.8M
Discretionary$498.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$347.8M
Discretionary$347.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$384M
Discretionary$384M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$323.5M
Discretionary$321.3M
Non-Disc.$2.3M
Employees7
Clients286
DateJan 2021
Total AUM$323.5M
Discretionary$321.3M
Non-Disc.$2.3M
Employees7
Clients286
DateMay 2020
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees6
Clients274
DateJan 2020
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees6
Clients274
DateJan 2019
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees6
Clients253
DateJan 2018
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees7
Clients0
DateJan 2017
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees6
Clients200
DateAug 2016
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees6
Clients200
DateJan 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees6
Clients200
DateJan 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees6
Clients200
DateJan 2015
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients200
DateJan 2014
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients200
DateJan 2013
Total AUM$73.2M
Discretionary$73.2M
Non-Disc.$0
Employees4
Clients100
DateFeb 2012
Total AUM$61.1M
Discretionary$59.1M
Non-Disc.$2M
Employees1
Clients26
DateMar 2011
Total AUM$55.1M
Discretionary$53M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2011
Total AUM$55.1M
Discretionary$53M
Non-Disc.$2.1M
Employees5
Clients--
DateJan 2010
Total AUM$45.4M
Discretionary$45M
Non-Disc.$356K
Employees5
Clients--
DateApr 2009
Total AUM$42M
Discretionary$41.5M
Non-Disc.$563K
Employees5
Clients--