PR Wealth Management Group

Overview

PR Wealth Management Group is an SEC registered investment adviser based in East Moline, IL, registered since 2015. It reports $165M in assets under management across 456 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$165M

Discretionary

79%

Accounts

456

Average account

$362K

Employees

5

Advisory reps

5

Registered since

2015

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• David Mark Perry Owner CRD 4529490
• Joshua Matthew Robinson Owner, Chief Compliance Officer CRD 4606425

Advisory reps 3 of 5

• Gregory Lee Feese Insurance Agent · Investment Adviser Rep CRD 4586434
• Joseph Mercado Kloeckner Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5956328
• Colin Dane Perry Investment Adviser Rep CRD 7790455

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

990 Avenue of the Cities Ste 4
East Moline, IL 61244

County

Rock Island

Metro area

Davenport-Moline-Rock Island, IA-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: legacywmglv.com

Every state, with registration dates

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