PRUITT RICHMOND WEALTH MANAGEMENT LLC

PRUITT RICHMOND WEALTH MANAGEMENT LLC of ESTERO, FL is an SEC-registered investment adviser (CRD 324967). Regulatory assets under management: $3.1M.

Registration

• CRD: 324967
• Type: Registered investment adviser
• Location: 19910 S TAMIAMI TRAIL, ESTERO, FL, 33928
• Phone: 239-319-5888
• Latest filing: 2026-06-26
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.0M
• Non-discretionary AUM: $61K
• Clients: 3
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search