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 |
|---|---|---|
Estero, FL
| 3
| |
Estero, FL
| 3
| |
Estero, FL
| 5
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")