Praetorian Guard, A Division Of Praetorian Wealth Management,inc

Praetorian Guard, A Division Of Praetorian Wealth Management,inc (CRD# 147814) is a financial advisory firm headquartered in Carmel, CA. They manage $128,708,501 in 967 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    967
    ACCOUNTS
  • Average Account Value
    $133,101
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MD, ME, OH, TX, VA, WA

Financial Advisors at Praetorian Guard, A Division Of Praetorian Wealth Management,inc
Showing 1 - 4 of 4 top financial advisors.
1
Marc A. Wehmeyer
CRD#: 6234658
Arlington, VA
92
Wealthminder
score

Marc Wehmeyer (CRD# 6234658) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Arlington, VA and has over 3 years of experience in the finance industry. Marc Wehmeyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph P. Clark
CRD#: 6020101
3775 Via Nona Marie, Suite 220, Carmel, CA 93923
90
Wealthminder
score

Joseph Clark (CRD# 6020101) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry. Joseph Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard A. Hewitt
CRD#: 4875956
3775 Via Nona Marie, Suite 220, Carmel, CA 93923
90
Wealthminder
score

Richard Hewitt (CRD# 4875956) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Carmel, CA and has 1 year of experience in the finance industry. Richard Hewitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Anthony B. Wall
CRD#: 4639238
Washington, DC
87
Wealthminder
score

Anthony Wall (CRD# 4639238) is an Investment Advisor Representative working at Praetorian Guard, A Division Of Praetorian Wealth Management,inc in Washington, DC and has 1 year of experience in the finance industry.

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