# PRW WEALTH MANAGEMENT LLC

PRW WEALTH MANAGEMENT LLC of QUINCY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 284669
- Type: SEC-registered investment adviser
- SEC file number: 801-108258
- Location: 1 PINE HILL DRIVE, SUITE 502, QUINCY, MA, 02169
- Phone: (617) 745-0900
- Latest filing: 2023-04-17
- Regulatory AUM: $511.5M
- Discretionary AUM: $489.2M
- Non-discretionary AUM: $22.3M
- Clients: 13
- Accounts: 648

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| WINN CHRISTOPHER EDWARD | INTERIM CHIEF COMPLIANCE OFFICER; MEMBER AND INTERIM CHIEF COMPLIANCE OFFICER | — |
| RENWICK RICHARD ALAN | MANAGING MEMBER/CO-FOUNDER; MANAGING MEMBER/CO-FOUNDER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CO-FOUNDER | — |
| PAYNE WILLIAM ARTHUR | MANAGING MEMBER/CO-FOUNDER; PRINCIPAL/CO-FOUNDER | — |
| DOLPHYN CATHERINE ENGLISH | CHIEF COMPLIANCE OFFICER | — |
| HERMAN ELLIOT BRUCE | CHIEF INVESTMENT OFFICER | — |
| WENTLING GARY ALAN | CHIEF FINANCIAL OFFICER; DIRECTOR OF FINANCE AND OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284669/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284669/similar
- Related entities: https://search.stillhousedata.com/firm/284669/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284669

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.