PRW Wealth Management LLC
Legal Name: PRW WEALTH MANAGEMENT LLC
Full Contact Details
PRW Wealth Management LLC
1 PINE HILL DRIVE, SUITE 502, QUINCY, MA
(617) 745-0900
(617) 745-0910
Other Info
PRW Wealth Management LLC, a Massachusetts Limited Liability Company, is an SEC-approved firm with 13 employees, all of whom serve in advisory roles. The firm presently serves seven clients and was registered with the SEC on August 22, 2016.
Direct Owners
-
CATHERINE ENGLISH DOLPHYN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ELLIOT BRUCE HERMAN
CHIEF INVESTMENT OFFICER owns less than 5%
-
GARY ALAN WENTLING
DIRECTOR OF FINANCE AND OPERATIONS owns less than 5%
-
RICHARD ALAN RENWICK
MANAGING MEMBER/CO-FOUNDER owns more than 50% but less than 75%
-
WILLIAM ARTHUR PAYNE
MANAGING MEMBER/CO-FOUNDER owns more than 50% but less than 75%