PR WEALTH MANAGEMENT GROUP, INC.
Legal name: PR WEALTH MANAGEMENT GROUP
CRD #173711 SEC #801-122276 EAST MOLINE, IL 309-792-8291
SEC Registered
Total AUM
$142M
Discretionary
$130M
Employees
4
Clients
0
Accounts
419
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $142M | $130M | $12M | 4 | 1 |
| Apr 2025 | $142M | $130M | $12M | 4 | 1 |
| Mar 2025 | $142M | $130M | $12M | 4 | 1 |
| Mar 2025 | $142M | $130M | $12M | 4 | 1 |
| Mar 2024 | $127M | $120M | $7M | 4 | 0 |
| Oct 2023 | $115.2M | $115.2M | $0 | 4 | 0 |
| Oct 2023 | $115.2M | $115.2M | $0 | 4 | 0 |
| Feb 2023 | $113.7M | $107.4M | $6.3M | 4 | 0 |
| Feb 2023 | $113.7M | $107.4M | $6.3M | 4 | 0 |
| Oct 2022 | $118M | $110.1M | $7.9M | 3 | 0 |
| Sep 2022 | $118M | $110.1M | $7.9M | 3 | 0 |
| Mar 2022 | $118M | $110.1M | $7.9M | 3 | 0 |
| Aug 2021 | $101.7M | $95.1M | $6.6M | 3 | 0 |
| Aug 2021 | $101.7M | $95.1M | $6.6M | 3 | 0 |
DateNov 2025
Total AUM$142M
Discretionary$130M
Non-Disc.$12M
Employees4
Clients1
DateApr 2025
Total AUM$142M
Discretionary$130M
Non-Disc.$12M
Employees4
Clients1
DateMar 2025
Total AUM$142M
Discretionary$130M
Non-Disc.$12M
Employees4
Clients1
DateMar 2025
Total AUM$142M
Discretionary$130M
Non-Disc.$12M
Employees4
Clients1
DateMar 2024
Total AUM$127M
Discretionary$120M
Non-Disc.$7M
Employees4
Clients0
DateOct 2023
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$113.7M
Discretionary$107.4M
Non-Disc.$6.3M
Employees4
Clients0
DateFeb 2023
Total AUM$113.7M
Discretionary$107.4M
Non-Disc.$6.3M
Employees4
Clients0
DateOct 2022
Total AUM$118M
Discretionary$110.1M
Non-Disc.$7.9M
Employees3
Clients0
DateSep 2022
Total AUM$118M
Discretionary$110.1M
Non-Disc.$7.9M
Employees3
Clients0
DateMar 2022
Total AUM$118M
Discretionary$110.1M
Non-Disc.$7.9M
Employees3
Clients0
DateAug 2021
Total AUM$101.7M
Discretionary$95.1M
Non-Disc.$6.6M
Employees3
Clients0
DateAug 2021
Total AUM$101.7M
Discretionary$95.1M
Non-Disc.$6.6M
Employees3
Clients0