Investment adviser · CRD 157408
PRAGUE WEALTH MANAGEMENT, S.R.O.
Investment adviser filing (IA)
PRAGUE 1, Czech Republic · Form ADV filed Feb 24, 2021
- Regulatory AUM
- $248M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $169,274,384 | 68.2% |
| Other clients | Fewer than 5 | $77,292,374 | 31.1% |
| Investment companies | 1 | $1,660,741 | 0.7% |
Filing source
Form ADV 1483721 · Feb 24, 2021 · 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: Feb 24, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
OPLETALOVA 39PRAGUE 1, 110 00, Czech Republic
CRD 157408
Filing source
Form ADV 1483721 · Feb 24, 2021 · 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.