# Praetorian Guard, a Division of Praetorian Wealth Management,inc

> Praetorian Guard, a Division of Praetorian Wealth Management,inc is an SEC-registered investment advisory firm in Carmel, CA, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 147814
- Filed as: PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
- Legal name: Praetorian Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, CA
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147814
- AdvisorCensus page: https://advisorcensus.com/firm/praetorian-guard-a-division-of-praetorian-wealth-management-inc-carmel-ca-147814

## Quick answers

**How is Praetorian Guard, a Division of Praetorian Wealth Management,inc compensated?**
On its Form ADV (Item 5.E, October 2026), Praetorian Guard, a Division of Praetorian Wealth Management,inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Praetorian Guard, a Division of Praetorian Wealth Management,inc located?**
Praetorian Guard, a Division of Praetorian Wealth Management,inc's principal office is in Carmel, CA, according to its Form ADV.

**Is Praetorian Guard, a Division of Praetorian Wealth Management,inc registered with the SEC or a state?**
Praetorian Guard, a Division of Praetorian Wealth Management,inc is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147814.

**How much does Praetorian Guard, a Division of Praetorian Wealth Management,inc manage?**
Praetorian Guard, a Division of Praetorian Wealth Management,inc reports $598,650,239 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**How have Praetorian Guard, a Division of Praetorian Wealth Management,inc's assets and staff changed since 2021?**
In the Form ADV data for Praetorian Guard, a Division of Praetorian Wealth Management,inc: Regulatory assets under management: $323,520,789 in the October 2021 data and $598,650,239 in the October 2026 data, up 85%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Praetorian Guard, a Division of Praetorian Wealth Management,inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (282); high net worth individuals (175); charitable organizations (9).

**Does Praetorian Guard, a Division of Praetorian Wealth Management,inc 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/147814

**What changed in Praetorian Guard, a Division of Praetorian Wealth Management,inc's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 6 to 8. Regulatory assets under management went from $498,789,138 to $598,650,239 (+20%). Registered or notice-filed in OH.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $598,650,239
- Discretionary: $598,650,239
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 282 | $103,046,972 |
| High net worth individuals | 175 | $488,822,650 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 9 | $4,940,040 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $1,840,577 |

### 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DE, FL, GA, IL, MA, MD, ME, NC, NV, NY, OH, OR, PA, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [praetorianguard.biz](https://praetorianguard.biz)
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $323,520,789 | 7 | June 30, 2021 |
| October 2022 | $384,048,054 | 7 | January 11, 2022 |
| October 2023 | $347,821,815 | 7 | January 11, 2023 |
| October 2024 | $427,867,619 | 8 | January 10, 2024 |
| October 2025 | $498,789,138 | 8 | January 6, 2025 |
| October 2026 | $598,650,239 | 8 | January 9, 2026 |

Regulatory assets under management: $323,520,789 in the October 2021 data and $598,650,239 in the October 2026 data, up 85%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 6 to 8.
- Regulatory assets under management went from $498,789,138 to $598,650,239 (+20%).
- Registered or notice-filed in OH.

### December 2025
- Registered or notice-filed in DE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Praetorian Guard, a Division of Praetorian Wealth Management,inc (CRD 147814): Form ADV filing data as of October 2026.