# PRS Wealth Management

> PRS Wealth Management is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 296319
- Filed as: PRS WEALTH MANAGEMENT
- Legal name: Roos Bros. LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296319
- AdvisorCensus page: https://advisorcensus.com/firm/prs-wealth-management-296319

## Quick answers

**How is PRS Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), PRS Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is PRS Wealth Management registered with the SEC or a state?**
PRS Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296319.

**How much does PRS Wealth Management manage?**
PRS Wealth Management reports $66,979,745 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (89% discretionary).

**What types of clients does PRS Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (20).

**Does PRS Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/296319

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,979,745
- Discretionary: $59,864,074
- Non-discretionary: $7,115,671

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $16,936,845 |
| High net worth individuals | 20 | $50,042,900 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prswealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PRS Wealth Management (CRD 296319): Form ADV filing data as of October 2026.