Insights

Market Positioning PRB Wealth Management operates in a competitive financial services landscape alongside firms like Charles Schwab, Fidelity, and Morgan Stanley, presenting opportunities to differentiate through personalized advice and tailored financial strategies.

Client Focus Specializing in wealth management, risk management, and corporate benefits, PRB can benefit from targeted outreach to high-net-worth individuals and small to medium-sized corporate clients seeking comprehensive financial solutions.

Technology Utilization With a diverse tech stack including analytics tools like Hotjar and engagement APIs, PRB demonstrates openness to digital engagement, offering avenues for sales efforts around tech-enabled financial advisory services.

Growth Potential Operating with a modest team of 2-10 employees and revenues estimated between 10 and 25 million dollars, PRB presents a scalable opportunity for tailored service offerings and strategic partnerships to enhance client acquisition.

Industry Trends As a firm navigating evolving laws and regulations, PRB may be receptive to compliance and regulatory solutions, as well as innovative financial products aimed at staying ahead in a dynamic market environment.

PRB Wealth Management Tech Stack

PRB Wealth Management uses 8 technology products and services including Hotjar, Google Fonts API, Font Awesome, and more. Explore PRB Wealth Management's tech stack below.

  • Hotjar
    Analytics
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • FancyBox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • YouTube
    Video Players
  • AddThis
    Widgets

Media & News

PRB Wealth Management's Email Address Formats

PRB Wealth Management uses at least 2 format(s):
PRB Wealth Management Email FormatsExamplePercentage
FLast@prbwealthmanagement.comJDoe@prbwealthmanagement.com
100%
FLast@prbwm.comJDoe@prbwm.com
44%
First.Last@prbwm.comJohn.Doe@prbwm.com
6%
FLast@prbwm.comJDoe@prbwm.com
44%
First.Last@prbwm.comJohn.Doe@prbwm.com
6%

Frequently Asked Questions

Where is PRB Wealth Management's headquarters located?

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PRB Wealth Management's main headquarters is located at 122 East 42nd Street Suite 1610 New York, New York 10168 United States. The company has employees across 1 continents, including North America.

What is PRB Wealth Management's phone number?

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You can contact PRB Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PRB Wealth Management's official website and social media links?

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PRB Wealth Management's official website is prbwm.com and has social profiles on LinkedIn.

What is PRB Wealth Management's SIC code NAICS code?

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PRB Wealth Management's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does PRB Wealth Management have currently?

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As of February 2026, PRB Wealth Management has approximately 5 employees across 1 continents, including North America. Key team members include President: I. S. B.Svp - Investments And Risk Management: D. D.Svp Risk Management: P. S. C.. Explore PRB Wealth Management's employee directory with LeadIQ.

What industry does PRB Wealth Management belong to?

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PRB Wealth Management operates in the Financial Services industry.

What technology does PRB Wealth Management use?

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PRB Wealth Management's tech stack includes HotjarGoogle Fonts APIFont AwesomeFancyBoxjQueryModernizrYouTubeAddThis.

What is PRB Wealth Management's email format?

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PRB Wealth Management's email format typically follows the pattern of FLast@prbwealthmanagement.com. Find more PRB Wealth Management email formats with LeadIQ.

When was PRB Wealth Management founded?

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PRB Wealth Management was founded in 1980.

PRB Wealth Management

Financial ServicesNew York, United States2-10 Employees

Financial services firm specializing in Wealth Management, Risk Management and Corporate Benefits.

PRB Wealth Management aims to be a leader in Individual and Corporate Financial Advisory services by creating financial strategies that work towards results through a forward thinking approach. It’s the harnessing of exceptional resources and information that gives our clients the appropriate financial choices.

As the financial world evolves, as laws and regulations change, we put knowledgeable professionals on your team to act in your best interest.

Securities offered through LPL Financial Member FINRA/SIPC. Member SIPC sipc.org. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and PRB Wealth Management are separate entities from LPL Financial. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am/we are registered to do business, please visit www.prbwm.com

Section iconCompany Overview

Headquarters
122 East 42nd Street Suite 1610 New York, New York 10168 United States
Phone number
Website
prbwm.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    PRB Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    PRB Wealth Management's revenue is estimated to be in the range of $10M$25M

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