PRENTICE WEALTH MANAGEMENT LLC

1150 Penfield Rd.
Rochester, New York 14625
Tel: 585-218-0001

About PRENTICE WEALTH MANAGEMENT LLC

PRENTICE WEALTH MANAGEMENT LLC, formally registered with the SEC as PRENTICE WEALTH MANAGEMENT LLC. The firm was established in 04/24/2012. They have over 3 offices throughout the country.

PRENTICE WEALTH MANAGEMENT LLC is a Rochester, New York based Financial Planning firm with nearly $467,163,139 assets under management, offering retirement planning & investment advisory services to 1853 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160052
SEC#	801-76490
Assets Managed by Firm	$467,163,139
No. of Clients	1853
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1853	$467,163,139
Individuals (other than high net worth individuals)	872	$345,798,397
High net worth individuals	40	$99,609,421
Charitable organizations	Fewer than 5 clients	$394,404
Other investment advisers	Fewer than 5 clients	$11,896,294
Corporations or other businesses	Fewer than 5 clients	$9,464,623

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