# PR Wealth Management Group

PR Wealth Management Group is a Bank / Wealth / Trust based in East Moline, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** East Moline, United States
- **Region:** North America
- **Address:** East Moline, IL, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** www.prwmg.com
- **LinkedIn:** linkedin.com/company/pr-wealth-management-group-inc

## Regulatory record

- **CRD number:** 173711
- **SEC file number:** 801-122276
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173711

## About

Founded in 2007, PR Wealth Management Group established its practice in East Moline, Illinois, offering asset management services to a client base that includes individuals, high-net-worth families, charitable organizations, and corporations. The firm structures its client relationships through both discretionary and non-discretionary mandates, pairing portfolio construction with broader financial planning capabilities. Its Midwestern footprint reflects a service model anchored in direct advisor-client relationships rather than institutional distribution. The firm provides investment management services across publicly traded securities, with a focus on tailored portfolio construction for private clients. PR Wealth Management Group operates as a registered investment advisor, structuring client portfolios to align with individual financial plans — a model that typically spans equity, fixed income, and cash management allocations depending on client objectives. The firm has not publicly disclosed specific portfolio holdings, sector concentrations, or participation in private-market investments. Headquartered in East Moline, PR Wealth Management Group serves a regional client base from a single office location. The firm has not publicly disclosed total assets under management, team size, or adjacent vehicles such as philanthropic foundations or real-asset arms. Without published data on AUM growth, key hires, or structural changes, the firm's operational scale remains opaque to outside observers. PR Wealth Management Group's structure as a privately held advisory practice in a secondary Midwestern market distinguishes it from national wealth management platforms or multi-family office aggregators. The firm's independence and local concentration offer a high-touch service model, while the absence of disclosed succession planning, external capital partners, or institutional client mandates positions it as a boutique practice serving a concentrated regional clientele.

## Questions

### What type of clients does PR Wealth Management Group serve?

The firm serves individuals, high-net-worth individuals, charitable organizations, and corporations, according to its regulatory disclosures. Its client base is concentrated in the Quad Cities region of Illinois and Iowa, reflecting its single-office location in East Moline. The firm provides both discretionary and non-discretionary asset management services.

### Does PR Wealth Management Group manage assets on a discretionary or advisory basis?

PR Wealth Management Group offers both discretionary and non-discretionary asset management services. In discretionary arrangements, the firm makes investment decisions on behalf of clients without requiring prior approval for each transaction. Non-discretionary services involve advisory recommendations that the client must authorize before execution.

### What is PR Wealth Management Group's regulatory status?

PR Wealth Management Group operates as a registered investment advisor, a designation that requires registration with either the SEC or state securities regulators depending on assets under management. Registered investment advisors are held to a fiduciary standard, meaning the firm is legally obligated to act in its clients' best interests. The precise scope of its registration — whether federal or state-level — has not been publicly confirmed.

### Who founded PR Wealth Management Group and who leads investment decisions?

The firm has not publicly disclosed the identity of its founder, current principals, or key investment decision-makers. Operating from a single office in East Moline, Illinois, the practice's leadership structure remains opaque. Public regulatory filings and the firm's website have not surfaced named executives as of the latest available records.

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Last updated: 2026-07-08T22:21:41.918Z

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