Pr Wealth Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in East Moline, IL. Its latest Form ADV filing, dated March 6, 2026, reports $165M in regulatory assets under management, 5 employees, 1 office, and 456 accounts.
Assets Under Management
$165M
Employees
5
Offices
1 office
Total Clients
460
Primary office
EAST MOLINE, IL
990 AVENUE OF THE CITIES, SUITE 4, EAST MOLINE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.3% of total clients.
Top client categories% of clientsClients
1
Individuals
91.3%
420
2
HNWI
7.8%
36
3
Pension Plans
0.9%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 6, 2026
Discretionary79.1%
$130M
79% of total RAUM79.1%
Non-discretionary20.9%
$34M
21% of total RAUM20.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts456
10Y AUM Change+$63M (+62.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee92:1
10Y Employee Change+2 (+66.7%)
* 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.