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PR WEALTH MANAGEMENT GROUP
Legal name: PR WEALTH MANAGEMENT GROUP, INC.
CRD 173711File 801-122276
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.9M
Bottom 25% of cohort (national)
Discretionary AUM
$130.4M
Non-discretionary $34.5M
Clients
460
456 accounts
Employees
5
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 8, 2021
- Principal office
- 990 AVENUE OF THE CITIES, SUITE 4, EAST MOLINE, IL, 61244
- Phone
- 309-792-8291
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.9M
- Discretionary AUM
- $130.4M
- Non-discretionary AUM
- $34.5M
- Discretionary accounts
- 420
- Non-discretionary accounts
- 36
- Total accounts
- 456
- AUM per client
- $358K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $34.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.7M |
| Individuals (other than high net worth individuals) | 420 | $126.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.