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Mitchell Huel Pruitt

PRUITT RICHMOND WEALTH MANAGEMENT
ESTERO, FL
·CRD# 7689277·3 years experience

Professional Summary

Mitchell Huel Pruitt, who also goes by Mitchell Huell Pruitt, is a registered financial advisor currently at PRUITT RICHMOND WEALTH MANAGEMENT LLC located in Estero, Florida. Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mitchell has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mitchell Huell Pruitt

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

PRUITT RICHMOND WEALTH MANAGEMENT LLC·CRD# 324967
RIA
19910 S Tamiami Trail Suite D, Estero, FL 33928
April 19, 2023 - Present

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Current Firm

PR
PRUITT RICHMOND WEALTH MANAGEMENT LLC

PRUITT RICHMOND WEALTH MANAGEMENT LLC

CRD#: 324967
Florida
Registered Investment Advisory firm - Florida (4/19/2023 Approved)

Contact Information

Main Address

19910 S Tamiami Trail Suite D, Estero, FL 33928

Phone Number

(239) 319-5888

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

61

AUM (Assets Under Management)

$3,062,509

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Full-time CPA for and partner of Pruitt Cordell and Associates. - Non-investment related - 19910 S Tamiami Trail, Suite D, Estero, FL 33928 - Accounting firm that provides personal and business tax services, including tax preparation, payroll, and bookkeeping. - CPA and managing partner - Start date: May 2011 - Hours per month - 160 - Duties - Manages the firm, prepares taxes and business financials Insurance license expired and is inactive. Active dates 12/2/2021 to 8/31/2024 Partner in Pruitt Family Real Estate Holdings LLC - Non-investment related. - 8111 Broadway Ave E, FL 33928 - The business owns the commercial real estate property that will be rented as executive offices. Pruitt Cordell & Associates and Pruitt Richmond Wealth Management will be based out of the property. - Title: Partner - Start date: January 1, 2024 - Hours per month: Less than 4 hours per month - Duties - Manager

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Huel Pruitt's CRS (Customer Relationship Summary).

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