Insights

Established Client Trust PRW Wealth Management has over 30 years of delivering client-focused and independent financial advice, indicating a strong reputation for trustworthiness and personalized service that can be leveraged in targeted marketing efforts.

Diverse Asset Investment The company invests in a broad range of assets including ETFs, stocks, and commodities, which presents opportunities to offer sophisticated investment products and advanced portfolio management solutions.

Recent Acquisition Being acquired by Edelman Financial Engines as of November 2023 suggests a strategic expansion and increased resources, creating potential for cross-selling innovative financial technologies and scalable advisory services.

Growth in Active Investments PRW Wealth Management has shown consistent investment activity in diverse sectors ranging from ETFs to equities, indicating ongoing client engagement and opportunities to introduce new asset classes or investment strategies.

Mid-Sized Market Presence With revenue between 10 million and 25 million and a dedicated team, the company offers a manageable yet substantial target for service enhancements, technology upgrades, and premium financial solutions tailored to similar mid-sized firms.

PRW Wealth Management Tech Stack

PRW Wealth Management uses 8 technology products and services including RSS, MySQL, jQuery, and more. Explore PRW Wealth Management's tech stack below.

RSS

Content Management System

MySQL

Database

jQuery

Javascript Libraries

Google Tag Manager

Tag Management

Animate.css

UI Frameworks

Bootstrap

UI Frameworks

prettyPhoto

Web Tools And Plugins

Facebook

Widgets

PRW Wealth Management Email Formats	Example	Percentage
FLast@prwwealthmanagement.com	JDoe@prwwealthmanagement.com	50%
FLast@prwwealthmanagement.com	JDoe@prwwealthmanagement.com	50%

PRW Wealth Management Email Formats

Example

Percentage

FLast@prwwealthmanagement.com

JDoe@prwwealthmanagement.com

50%

FLast@prwwealthmanagement.com

JDoe@prwwealthmanagement.com

50%

Frequently Asked Questions

Where is PRW Wealth Management's headquarters located?

PRW Wealth Management's main headquarters is located at 1 Pine Hill Drive Quincy, Massachusetts 02169 United States. The company has employees across 2 continents, including North AmericaEurope.

What is PRW Wealth Management's phone number?

You can contact PRW Wealth Management's main corporate office by phone at

+1-617-745-****

. 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 PRW Wealth Management's official website and social media links?

PRW Wealth Management's official website is prwwealthmanagement.com and has social profiles on LinkedIn.

What is PRW Wealth Management's NAICS code?

PRW Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does PRW Wealth Management have currently?

As of December 2025, PRW Wealth Management has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include Principal & Co-Founder: B. P.Sr. Support Advisor: D. B.Senior Executive Assistant: M. S.. Explore PRW Wealth Management's employee directory with LeadIQ.

What industry does PRW Wealth Management belong to?

PRW Wealth Management operates in the Investment Management industry.

What technology does PRW Wealth Management use?

PRW Wealth Management's tech stack includes RSSMySQLjQueryGoogle Tag ManagerAnimate.cssBootstrapprettyPhotoFacebook.

What is PRW Wealth Management's email format?

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

When was PRW Wealth Management founded?

PRW Wealth Management was founded in 1989.

PRW Wealth Management

Q: How many employees does PRW Wealth Management have currently?

PRW Wealth Management has approximately 22 employees.

Q: What technology does PRW Wealth Management use?

PRW Wealth Management's tech stack includes RSS, Twemoji, Facebook, Google Fonts API, Contact Form 7.

Investment ManagementMassachusetts, United States11-50 Employees

PRW Wealth Management, LLC has been delivering client-focused, comprehensive, and independent financial guidance for over 30 years.

We focus on individuals and families that have gained wealth through entrepreneurship, successful professional careers, or life transitions (business sale, divorce, inheritance).  Institutional clients include non-profit endowments and foundations whose assets are designed to last in perpetuity.  Our clients seek careful stewardship over their assets and sound advice from a firm they can trust.

Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.


Financial Industry Regulatory Authority: www.FINRA.org - Securities Investor Protection Corp.: www.SIPC.org

Insights

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