Investment adviser representative · Pruitt Richmond Wealth Management LLC
Wesley J. Pruitt
CRD 7689264 · Estero, FL
At a glance
Wesley J. Pruitt is an investment adviser representative with Pruitt Richmond Wealth Management LLC in Estero, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wesley’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Pruitt Richmond Wealth Management LLCSince January 2025Estero, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Wesley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.