# PR Wealth Management Group

> PR Wealth Management Group is an SEC-registered investment advisory firm in East Moline, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 173711
- Filed as: PR WEALTH MANAGEMENT GROUP
- Legal name: PR Wealth Management Group, Inc.
- Also doing business as: LEGACY WEALTH MANAGEMENT GROUP OF LAS VEGAS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Moline, IL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173711
- AdvisorCensus page: https://advisorcensus.com/firm/pr-wealth-management-group-east-moline-il-173711

## Quick answers

**How is PR Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), PR Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does PR Wealth Management Group charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $275 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is PR Wealth Management Group located?**
PR Wealth Management Group's principal office is in East Moline, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is PR Wealth Management Group registered with the SEC or a state?**
PR Wealth Management Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 173711.

**How much does PR Wealth Management Group manage?**
PR Wealth Management Group reports $164,880,818 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (79% discretionary).

**How have PR Wealth Management Group's assets and staff changed since 2021?**
In the Form ADV data for PR Wealth Management Group: Regulatory assets under management: $101,705,493 in the October 2021 data and $164,880,818 in the October 2026 data, up 62%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PR Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (420); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does PR Wealth Management Group use?**
PR Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does PR Wealth Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173711

**Does PR Wealth Management Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in PR Wealth Management Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $142,000,000 to $164,880,818 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Hourly rate: $275 an hour (financial planning services)

> We charge an hourly fee of $275 for financial planning services. Although our financial planning services typically takes three to five hours, an estimate of the total time/cost will be determined at the start of the advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $164,880,818
- Discretionary: $130,418,300
- Non-discretionary: $34,462,518

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 420 | $126,690,369 |
| High net worth individuals | 36 | $34,462,518 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,727,931 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, HI, IA, IL, MN, NE, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Las Vegas, NV

### Websites listed on Form ADV (Item 1.I)
- legacywmglv.com
- prwmg.com
- Facebook @PRWMG
- LinkedIn @pr-wealth-management-group-inc
- X @prwealthmgmt
- YouTube @UC2Rln2XPAlW5lCOe_OZkMeA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,705,493 | 3 | August 11, 2021 |
| October 2022 | $117,993,102 | 3 | September 2, 2022 |
| October 2023 | $113,684,455 | 4 | February 14, 2023 |
| October 2024 | $127,000,057 | 4 | March 4, 2024 |
| October 2025 | $142,000,000 | 4 | April 21, 2025 |
| October 2026 | $164,880,818 | 5 | March 6, 2026 |

Regulatory assets under management: $101,705,493 in the October 2021 data and $164,880,818 in the October 2026 data, up 62%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $142,000,000 to $164,880,818 (+16%).

### January 2026
- No longer registered or notice-filed in CO, UT, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PR Wealth Management Group (CRD 173711): Form ADV filing data as of October 2026.