PR SQUARED WEALTH MANAGEMENT LLC

PR SQUARED WEALTH MANAGEMENT LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 309595). Regulatory assets under management: $12.7M.

Registration

• CRD: 309595
• Type: Registered investment adviser
• Location: 1770 THE EXCHANGE, ATLANTA, GA, 30339
• Phone: (678) 719-2735
• Latest filing: 2026-02-20
• Regulatory AUM: $12.7M
• Non-discretionary AUM: $12.7M
• Clients: 3
• Accounts: 127

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309595 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search