A complete list of active advisors currently associated with Pruitt Richmond Wealth Management LLC

Warmer can help you find a great advisor at Pruitt Richmond Wealth Management LLC or one who fits your needs even better.

Pruitt Richmond Wealth Management provides portfolio management and financial planning to individual and high‑net‑worth clients. The firm creates an Investment Policy Statement for each client and offers tailored, discretionary portfolio management alongside one‑time financial planning engagements. The firm primarily recommends ETFs and mutual funds and applies modern portfolio theory with a long‑term trading orientation, documenting risk tolerance and asset allocation in each client’s IPS. PRWM requires clients to custody assets at Altruist, seeks best execution, and reviews accounts at least quarterly while providing regular written reports. A distinctive feature disclosed in the brochure is an affiliation with an accounting firm (Pruitt Cordell & Associates); several principals maintain accounting practices and may offer accounting‑related services outside the advisory relationship, which the firm acknowledges as a potential conflict of interest. PRWM also does not aggregate block trades for multiple clients and does not participate in wrap‑fee programs, practices that can affect trade execution and reporting compared with many peers.

To learn more about the advisors currently working at Pruitt Richmond Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mitchell Pruitt	Estero, FL	3
Wesley Pruitt	Estero, FL	3
Jason Richmond	Estero, FL	5

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