PRW WEALTH MANAGEMENT LLC
CRD #284669 SEC #801-108258 QUINCY, MA (617) 745-0900
SEC Registered
Total AUM
$487.6M
Discretionary
$466.1M
Employees
13
Clients
0
Accounts
646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $511.5M | $489.2M | $22.3M | 13 | 0 |
| Mar 2023 | $487.6M | $466.1M | $21.6M | 13 | 0 |
| May 2022 | $603.6M | $589.6M | $14M | 15 | 0 |
| Mar 2022 | $603.6M | $589.6M | $14M | 15 | 0 |
| Oct 2021 | $521.5M | $521.5M | $0 | 14 | 0 |
| Sep 2021 | $521.5M | $521.5M | $0 | 14 | 0 |
| Mar 2021 | $521.5M | $521.5M | $0 | 14 | 0 |
| Mar 2021 | $521.5M | $521.5M | $0 | 14 | 0 |
| Jun 2020 | $448.9M | $448.9M | $0 | 14 | 0 |
| Mar 2020 | $448.9M | $448.9M | $0 | 14 | 0 |
| Mar 2019 | $382.9M | $382.8M | $70K | 13 | 7 |
| Jan 2018 | $310.9M | $310.5M | $392.7K | 11 | 0 |
| Sep 2017 | $285M | $285M | $0 | 11 | 100 |
| Mar 2017 | $285M | $285M | $0 | 12 | 100 |
| Dec 2016 | $134M | $134M | $0 | 11 | 0 |
| Nov 2016 | $0 | $0 | $0 | 11 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
DateApr 2023
Total AUM$511.5M
Discretionary$489.2M
Non-Disc.$22.3M
Employees13
Clients0
DateMar 2023
Total AUM$487.6M
Discretionary$466.1M
Non-Disc.$21.6M
Employees13
Clients0
DateMay 2022
Total AUM$603.6M
Discretionary$589.6M
Non-Disc.$14M
Employees15
Clients0
DateMar 2022
Total AUM$603.6M
Discretionary$589.6M
Non-Disc.$14M
Employees15
Clients0
DateOct 2021
Total AUM$521.5M
Discretionary$521.5M
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$521.5M
Discretionary$521.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$521.5M
Discretionary$521.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$521.5M
Discretionary$521.5M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$448.9M
Discretionary$448.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$448.9M
Discretionary$448.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$382.9M
Discretionary$382.8M
Non-Disc.$70K
Employees13
Clients7
DateJan 2018
Total AUM$310.9M
Discretionary$310.5M
Non-Disc.$392.7K
Employees11
Clients0
DateSep 2017
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees11
Clients100
DateMar 2017
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees12
Clients100
DateDec 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees11
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0