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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOLPHYN, CATHERINE, ENGLISH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HERMAN, ELLIOT, BRUCE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WENTLING, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WENTLING, GARY, ALAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WENTLING, GARY, ALAN | I | DIRECTOR OF FINANCE AND OPERATIONS | NA | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND INTERIM CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | INTERIM CHIEF COMPLIANCE OFFICER | E | Control |
| PAYNE, WILLIAM, ARTHUR | I | PRINCIPAL/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | PRINCIPAL/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | PRINCIPAL/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | PRINCIPAL/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| PAYNE, WILLIAM, ARTHUR | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | PRINCIPAL/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | PRINCIPAL/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | PRINCIPAL/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | PRINCIPAL/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER | D | Control |
| RENWICK, RICHARD, ALAN | I | MANAGING MEMBER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 24, 2023 REGISTERED
Notice Filings (6)
FL MA NE NH RI TX
Address
1 PINE HILL DRIVESUITE 502
QUINCY, MA 02169
United States
Phone: (617) 745-0900