PROWELL FINANCIAL MANAGEMENT, LLC
CRD #281762 SEC #801-108292 EXTON, PA 484-359-4057
SEC Registered
Total AUM
$8.1B
Discretionary
$1.3B
Employees
4
Clients
26
Accounts
367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $8.1B | $1.3B | $6.8B | 4 | 0 |
| Feb 2025 | $8.1B | $1.3B | $6.8B | 4 | 0 |
| Mar 2024 | $8.3B | $1B | $7.3B | 4 | 0 |
| Jul 2023 | $6.4B | $945.8M | $5.5B | 4 | 0 |
| Jul 2023 | $6.4B | $945.8M | $5.5B | 4 | 0 |
| Mar 2023 | $6.4B | $945.8M | $5.5B | 4 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 3 | 0 |
| Mar 2021 | $686.3M | $686.3M | $0 | 3 | 3 |
| Jun 2020 | $260.7M | $260.7M | $0 | 3 | 3 |
| Mar 2020 | $260.7M | $260.7M | $0 | 3 | 3 |
| Mar 2019 | $233M | $233M | $0 | 3 | 3 |
| Mar 2018 | $175.9M | $175.9M | $0 | 4 | 2 |
| Jun 2017 | $133.9M | $133.9M | $0 | 4 | 26 |
| Mar 2017 | $133.9M | $133.9M | $0 | 4 | 26 |
| Jan 2017 | $120.8M | $120.8M | $0 | 3 | 1 |
| Aug 2016 | $120.8M | $120.8M | $0 | 3 | 1 |
DateAug 2025
Total AUM$8.1B
Discretionary$1.3B
Non-Disc.$6.8B
Employees4
Clients0
DateFeb 2025
Total AUM$8.1B
Discretionary$1.3B
Non-Disc.$6.8B
Employees4
Clients0
DateMar 2024
Total AUM$8.3B
Discretionary$1B
Non-Disc.$7.3B
Employees4
Clients0
DateJul 2023
Total AUM$6.4B
Discretionary$945.8M
Non-Disc.$5.5B
Employees4
Clients0
DateJul 2023
Total AUM$6.4B
Discretionary$945.8M
Non-Disc.$5.5B
Employees4
Clients0
DateMar 2023
Total AUM$6.4B
Discretionary$945.8M
Non-Disc.$5.5B
Employees4
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$686.3M
Discretionary$686.3M
Non-Disc.$0
Employees3
Clients3
DateJun 2020
Total AUM$260.7M
Discretionary$260.7M
Non-Disc.$0
Employees3
Clients3
DateMar 2020
Total AUM$260.7M
Discretionary$260.7M
Non-Disc.$0
Employees3
Clients3
DateMar 2019
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees3
Clients3
DateMar 2018
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees4
Clients2
DateJun 2017
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients26
DateJan 2017
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees3
Clients1
DateAug 2016
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees3
Clients1