PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
Firm details
- Headquarters
- CARMEL, California
- CRD number
- 147814
- Registered since
- August 7, 2008
- Website
- praetorianguard.biz
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.65%
- Individuals17.21%
- Charitable Organizations0.83%
- Corporations / Businesses0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Praetorian Guard, a division of Praetorian Wealth Management, Inc., is an independent registered investment adviser that manages advisory relationships for individuals, families and institutional accounts on a discretionary fee basis. The firm tilts heavily to equities for client portfolios, using exchange-traded products as the primary vehicle for market exposure. Its public filings and recent 13F show a clear preference for broad, liquid ETF and mutual fund exposure rather than large direct-stock concentrations, consistent with a core equity approach that emphasizes diversification, liquidity and cost-efficiency. On the business side, the firm provides financial planning and portfolio management services for individuals, small businesses and institutions. It is not positioned as an ESG-active manager, pension consultant or multi-state registered adviser, and it reports a single-owner structure. Investment decision-making appears centered on portfolio construction with ETF-driven cores and smaller satellite positions in individual equities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- State & Local Bonds9%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 8MARC WEHMEYER
DirectorCRD 6234658
Andrew Nelson
Associate Financial PlannerCRD 7297888
JEROME LEDZINSKI, II
Managing Director, Business OperationsCRD 5203030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$519M in ETFs
89%
$463M
0%
$56.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $64.6M | 168,397 | 12.44% |
Location
CARMEL, CA
MONTEREY
Location
CARMEL, CA
Headquartered in CARMEL, CA, in the West of the United States.
- Region
- West
- County
- MONTEREY
- Address
- 3775 Via Nona Marie
- Time zone
- PT (UTC-8)
- Office locations
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