PRENTICE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$567,504,623
Discretionary
$550,277,246
Non-discretionary
$17,227,377
Firm details
- CRD number
- 160052
- SEC file number
- 801-76490
- Main office
- ROCHESTER, NY, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Subscription Fixed fees
As of October 2026.