A complete list of active advisors currently associated with Prumo Wealth Management, LLC

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

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.

To learn more about the advisors currently working at Prumo 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.