Investment adviser · CRD 173711
PR WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
PR WEALTH MANAGEMENT GROUP, INC.
EAST MOLINE, IL, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $165M Form ADV · Item 5.F
- Client accounts
- 456 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 420 | $126,690,369 | 76.8% |
| High-net-worth individuals | 36 | $34,462,518 | 20.9% |
| Retirement plans | Fewer than 5 | $3,727,931 | 2.3% |
Filing source
Form ADV 2052891 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
990 AVENUE OF THE CITIES, SUITE 4EAST MOLINE, IL, 61244, United States
CRD 173711
Filing source
Form ADV 2052891 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.