PROWELL FINANCIAL MANAGEMENT, LLC
SEC RegisteredWealth Management Beyond Investments
About the firm
Founded on the principles of commitment, knowledge, and trust, Prowell Financial has dedicated itself to serving the unique needs of founders, executives and owners of multi-generational family businesses and their families. From comprehensive estate planning to multifaceted wealth management, their tailored services are designed to navigate the complexities of substantial wealth, ensuring a legacy that endures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, estate planning, life insurance (crafted in tandem with business succession and family trust planning), and family office services including bill pay and organizing and tracking finances.
Who they serve
Founders, executives and owners of multi-generational family businesses and their families; visionaries, leaders of industry, and stewards of family legacies with ultra-high-net-worth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $44M |
| High Net Worth Individuals | 34 | $6.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROWELL FINANCIAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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