P
Prumo Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Prumo Wealth Management, LLC provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients, preparing a written Investment Policy Statement and offering discretionary trading authority and regular portfolio monitoring. The firm’s advice covers a broad range of instruments — including equities, mutual funds, fixed income, ETFs (including precious-metal ETFs), real estate funds/REITs, private placements, and insurance products such as annuities.
The firm’s investment process uses multiple analytical methods (charting, fundamental, quantitative, and technical analysis) and implements long‑term and short‑term trading strategies as well as margin and options transactions when appropriate; it may employ model allocations tailored to each client’s objectives and risk tolerance. Fees are asset-based and deducted through the custodian, and the firm emphasizes fair allocation of investment opportunities across client accounts.
Notable differences from many peers include operating as the sponsor and portfolio manager of a wrap fee program — a less common arrangement among firms of this type — and having supervised persons who are licensed insurance agents, with the firm recommending insurance products from certain providers and accepting related compensation. The firm is newly formed and reported no assets under management as of its February 2026 calculation, and it discloses and documents the conflicts of interest that arise from insurance sales and wrap‑fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Annuities
Real estate investing
Fee options
$0 - $100,000: 1.50% $100,001 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Commissions are earned from insurance product sales by the principal insurance agent but are not the primary source of compensation; advisory fees are charged separately and not reduced by commissions.
Main office location
Prumo Wealth Management, LLC
Townson MD, United States
Number of offices
1
Most active in
Prumo Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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