# Pruitt Richmond Wealth Management LLC

> Pruitt Richmond Wealth Management LLC is a state-registered investment advisory firm in Estero, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 324967
- Filed as: PRUITT RICHMOND WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Estero, FL
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324967
- AdvisorCensus page: https://advisorcensus.com/firm/pruitt-richmond-wealth-management-llc-estero-fl-324967

## Quick answers

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

**Where is Pruitt Richmond Wealth Management LLC located?**
Pruitt Richmond Wealth Management LLC's principal office is in Estero, FL, according to its Form ADV.

**Is Pruitt Richmond Wealth Management LLC registered with the SEC or a state?**
Pruitt Richmond Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324967.

**How much does Pruitt Richmond Wealth Management LLC manage?**
Pruitt Richmond Wealth Management LLC reports $3,062,509 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (98% discretionary).

**What types of clients does Pruitt Richmond Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); pension and profit sharing plans (but not the plan participants or government pension plans) (3); high net worth individuals (2).

**Does Pruitt Richmond Wealth Management LLC 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/324967

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,062,509
- Discretionary: $3,001,536
- Non-discretionary: $60,973

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $1,533,972 |
| High net worth individuals | 2 | $1,467,564 |
| 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) | 3 | $60,973 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pruitt Richmond Wealth Management LLC (CRD 324967): Form ADV filing data as of October 2026.