Praetorian Guard, A Division Of Praetorian Wealth Management,Inc logo

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Updated today

Client AUM

$591,869,622

Clients

457

Advisors

7

across 4 offices

About

Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts and charitable organizations. The firm manages roughly $598.7 million across several hundred client relationships and serves both non‑HNW and high‑net‑worth clients.

Investment decisions are driven by fundamental and cyclical analysis applied across equities, fixed income and cash, and portfolios are managed in accordance with each client’s stated objectives and written restrictions using a combination of in‑house and third‑party research. The firm also monitors and implements asset‑allocation and rebalancing for held‑away employer retirement accounts via an order‑management platform (Pontera) and integrates ongoing financial planning into its advisory work.

What distinguishes the firm is its advisory team composition and operational practices: multiple advisors have prior military careers and hold advanced degrees and CFP designations, and the firm centralizes supervision and periodic account review processes. Praetorian Guard also provides less common services for a firm of its size, including serving as trustee in specified circumstances while requiring independent custody and an annual, unannounced CPA inspection of those trust accounts.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Occupation focus

Military & Veterans

Demographic focus

Retired

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Fee options

Percentage

Below $2 Million - $2 Million: 1.50% $2 Million - $5 Million: 1.25% Over $5 Million+: 1.00%

Other

Account minimum: $2,000,000 net worth and/or $1,000,000 investable assets Minimum fee: $1,000 per quarter per client relationship Fee-only: Asset-based advisory fees charged quarterly in advance

Main office

See office

3775 Via Nona Marie, Suite 220

Carmel CA 93923

Advisors at this office

4

Most active in

Ohio

Also doing business as

Praetorian Guard, A Division Of Praetorian Wealth Management Inc · Praetorian Guard, A Division Of Praetorian Wealth Management,Inc · Praetorian Wealth Management, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jerome L

Series 65

Carmel, CA

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Jerome Ledzinski II is a Series 65-licensed advisor with Praetorian Guard, a division of Praetorian Wealth Management, Inc., based in Carmel, CA. He has 2 years of industry experience and has been with Praetorian Wealth Management since 2008. Praetorian Guard offers discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a broad client base and employs fundamental and cyclical analysis to guide investment decisions tailored to client objectives.

General retirement planning Cash flow / budgeting Military & Veterans Retired
user avatar

Joseph C

CFP®

Carmel, CA

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Joseph Clark is a CFP® professional with 14 years of experience in financial advising. He has been with Praetorian Wealth Management, Inc. since 2011 and is part of the Praetorian Guard team based in Carmel, CA. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million for both non‑high-net-worth and high-net-worth clients, employing fundamental and cyclical analysis across multiple asset classes tailored to each client’s objectives.

General retirement planning Cash flow / budgeting Military & Veterans Retired
user avatar

Andrew N

CFP®, Series 65

Carmel, CA

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Andrew Nelson is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Praetorian Wealth Management, Inc. since 2020 and previously held positions at Durham University, Central Coast Visiting Nurses Association, and Stevenson School/Dominican University of CA. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across several hundred client relationships, serving both non‑high net worth and high net worth clients.

General retirement planning Cash flow / budgeting Military & Veterans Retired
user avatar

Marc W

CFP®, Series 65

Arlington, VA

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Marc Wehmeyer is a CFP® with 12 years of industry experience, currently serving at Praetorian Guard, a division of Praetorian Wealth Management, Inc., since 2013. He is based in Arlington, VA, and holds a Series 65 license. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base, applying fundamental and cyclical analysis to equities, fixed income, and cash while integrating ongoing financial planning and asset-allocation oversight.

General retirement planning Cash flow / budgeting Military & Veterans Retired
user avatar

Evan D

CFP®

Gambrills, MD

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Evan Davies is a CFP® professional with one year of experience in financial advising. He is currently affiliated with Praetorian Guard, a division of Praetorian Wealth Management, Inc. In addition to his advisory role, Davies has served in the U.S. Army at the Department of Defense since 2014. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million across a diverse client base and utilizes fundamental and cyclical analysis to guide investment decisions tailored to each client's objectives.

General retirement planning Cash flow / budgeting Military & Veterans Retired
user avatar

Richard H

CFP®

Carmel, CA

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Richard Hewitt is a CFP® with 19 years of industry experience, currently serving at Praetorian Wealth Management since 2008. He is based in Carmel, CA, and is part of a seven-advisor team. Praetorian Guard, a division of Praetorian Wealth Management, offers discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm manages approximately $598.7 million and serves both non-high-net-worth and high-net-worth clients with a research-driven investment approach and integrated financial planning.

General retirement planning Cash flow / budgeting Military & Veterans Retired
user avatar

Ashley G

Series 65

Wilmington, DE

Praetorian Guard, A Division Of Praetorian Wealth Management,Inc

Ashley Gardiner is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, Inc., with one year of industry experience. She holds a Series 65 designation and served as a United States Army Officer for 11 years prior to joining the firm. Praetorian Guard provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, qualified retirement accounts, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, applying fundamental and cyclical analysis across various asset classes and integrating ongoing financial planning into its advisory services.

General retirement planning Cash flow / budgeting Military & Veterans Retired
View complete list of advisors at this firm
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