Pr Squared Wealth Management LLC

Pr Squared Wealth Management LLC (CRD# 309595) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,802,898 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1770 The Exchange, Suite 220, Atlanta, GA 30339
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $53,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Pr Squared Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Phimar Patterson, financial advisor Atlanta GA
Phimar D. Patterson
CRD#: 4493857
1770 The Exchange, Suite 220, Atlanta, GA 30339

Phimar Patterson (CRD# 4493857) is an Investment Advisor Representative working at Pr Squared Wealth Management LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

2
Royce Richardson, financial advisor Atlanta GA
Royce O. Richardson
CRD#: 3068524
1770 The Exchange, Suite 220, Atlanta, GA 30339

Royce Richardson (CRD# 3068524) is an Investment Advisor Representative working at Pr Squared Wealth Management LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

3
Cheryl Leonard-Peeples, financial advisor Atlanta GA
Cheryl Leonard-Peeples
CRD#: 4171313
1770 The Exchange, Suite 220, Atlanta, GA 30339

Cheryl Leonard-Peeples (CRD# 4171313) is an Investment Advisor Representative working at Pr Squared Wealth Management LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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