About PR Wealth Management Group
<p>Founded in 2005, PR Wealth Management Group runs a Registered Investment Advisor (RIA) practice with offices in the Quad Cities area (headquartered in East Moline, Illinois) and in the Las Vegas metro.</p> <p>The firm works with families, professionals, and business owners on wealth management and financial planning, with a focus on retirement planning, tax strategy, and estate planning. PR Wealth Management Group reports $0.5B in assets under management as of 2026 and has more than 30 years of combined team experience.</p> <p>For employers, the team provides retirement plan-related fiduciary support, including 3(21) investment advice, and works alongside other <a href="/retirement-plans">retirement plan providers</a> involved in plan administration and oversight. Their investment process follows an academic, evidence-based approach, including principles associated with Nobel Prize-winning research, with an emphasis on controlling costs and taxes and avoiding unnecessary risk.</p> <p>What sets the firm apart is its explicit focus on evidence-based portfolio construction paired with plan fiduciary guidance for sponsors who want documented, process-driven investment advice.</p> <ul> <li>Registered Investment Advisor (RIA) founded in 2005</li> <li>Offices in East Moline, IL (HQ) and Las Vegas, NV</li> <li>Wealth management and retirement-focused financial planning</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Tax strategy and estate planning coordination</li> </ul>
Website: https://www.prwmg.com/
Founded: 2005
Office Locations
- East Moline, IL (Headquarters)
- Las Vegas, NV
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $511.5M
Team Members
- David Perry, Co-Founder and Managing Director
- Ginella Aldfinger, Director of Operations
- Joshua Robinson, Co-Founder and Managing Director