Firm profile

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

CARMEL, CACRD 147814Latest ADV January 9, 2026

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC is a corporation based in CARMEL, CA.

Assets Under Management
$599M
Employees
8
Offices
--
Total Clients
470
Primary office
CARMEL, CA
3775 VIA NONA MARIE, SUITE 220, CARMEL, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORichard A. Hewitt

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees

Client Coverage Demographics

Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
282
2
HNWI
37.2%
175
3
Charitable
1.9%
9
4
Corporations
0.9%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$599Mas of January 9, 2026
Discretionary100.0%
$599M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$599M
Total Accounts1,839
10Y AUM Change+$456M (+319.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee59:1
10Y Employee Change+2 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.