Carmel, CA Office
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Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Team
Firm-wide stats for Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
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.
Based on Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Expertise
Based on Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Occupation focus
Based on Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
Location
3775 Via Nona Marie, Suite 220
Carmel CA 93923
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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