Prowell Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Exton, PA. Its latest Form ADV filing, dated March 24, 2026, reports $6.9B in regulatory assets under management, 4 employees, 1 office, and 404 accounts.
Assets Under Management
$6.9B
Employees
4
Offices
1 office
Total Clients
74
Primary office
EXTON, PA
717 CONSTITUTION DRIVE, SUITE 102, EXTON, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.9% of total clients.
Top client categories% of clientsClients
1
HNWI
45.9%
34
2
Individuals
31.1%
23
3
Corporations
12.2%
9
4
Charitable
10.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.9Bas of March 24, 2026
Discretionary18.9%
$1.3B
19% of total RAUM18.9%
Non-discretionary81.1%
$5.6B
81% of total RAUM81.1%
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$6.9B
Total Accounts404
10Y AUM Change+$6.7B (+5025.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* 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.