AUMdb

Praetorian Wealth Management, Inc.

State-registered Wealth Manager · Small ($100M–$1B) CRD 147814 · SEC file 801-69431 · Carmel, CA · WWW.PRAETORIANGUARD.BIZ
☆ Save with Pro ADV data as of Jan 09, 2026
Regulatory AUM
$599M
Discretionary
$599M
Clients
470
Avg AUM / client
$1.3M
Accounts
1,839
Employees
8

AUM over time

$61.1M $599M
Feb 14, 2012 Jan 9, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 09, 2026

Investments (13F portfolio — 84 positions, $579,592,658)

13F period Jun 30, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Vanguard Mega Cap Growth Etf ETF $75,183,473 855,232 13.0% 12.6%
2 Vanguard Mega Cap Value Etf ETF $62,044,757 379,594 10.7% 10.4%
3 Vanguard Ftse Developed Markets Etf ETF $43,298,306 607,698 7.47% 7.23%
4 Ivw Ishares S&P 500 Growth Etf ETF $43,044,551 312,983 7.43% 7.19%
5 Ive Ishares S&0 500 Value Etf ETF $29,007,369 127,752 5.0% 4.85%
6 Vanguard Mid Cap Growth Etf ETF $26,096,941 85,200 4.5% 4.36%
7 Vanguard Mega Cap Core Etf ETF $25,884,988 94,598 4.47% 4.32%
8 Vanguard Index Fds Mid Cap Value Index Viper Shs Etf ETF $20,885,343 105,965 3.6% 3.49%
9 Vanguard Ftse Emerging Markets Etf ETF $20,343,056 340,814 3.51% 3.4%
10 Vgt Vanguard Information Technology Etf ETF $20,271,811 169,610 3.5% 3.39%
11 Vanguard Small Cap Growth Etf ETF $18,893,143 51,662 3.26% 3.16%
12 Vanguard Mid Cap ETF $18,889,864 234,452 3.26% 3.16%
13 Vanguard Small Cap Value Etf ETF $13,957,818 57,440 2.41% 2.33%
14 Vanguard Small Cap Etf ETF $12,770,777 42,131 2.2% 2.13%
15 Ishares Ibonds Dec 2028 Term Muni Bond Etf ETF $7,739,383 302,556 1.34% 1.29%
16 Ishares Ibonds Dec 2027 Term Muni Bond Etf ETF $7,248,894 285,165 1.25% 1.21%
17 Ishares Ibonds Dec 2028 Term Corporate Etf ETF $6,967,068 275,923 1.2% 1.16%
18 Ibdu Ishares Ibonds Dec 2029 Term Corporate Etf ETF $6,899,719 297,915 1.19% 1.15%
19 Ishares Ibonds Dec 2027 Term Corporate Etf ETF $6,895,667 284,709 1.19% 1.15%
20 Ibdv Ishares Ibonds Dec 2030 Term Corporate Etf ETF $6,631,851 304,213 1.14% 1.11%
21 Ishares Ibonds Dec 2029 Term Muni Bond Etf ETF $6,428,621 253,195 1.11% 1.07%
22 Ibdw Ishares Ibonds Dec 2031 Term Corporate Etf ETF $6,387,823 306,517 1.1% 1.07%
23 Ishares Ibonds Dec 2030 Term Muni Bond Etf ETF $5,713,518 220,855 0.99% 0.95%
24 Apple Inc Stock $5,486,461 18,960 0.95% 0.92%
25 Ishares Ibonds Dec 2026 Term Muni Bond Etf ETF $5,078,150 198,055 0.88% 0.85%

Top 25 of 84 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 282 $103M 17.2%
High net worth individuals 175 $489M 81.7%
Charitable organizations 9 $4.9M 0.83%
Corporations and other businesses 4 $1.8M 0.31%

People (8)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jerome Michael Ledzinski, Ii Managing Director Jul 2008 (18y) 25% – 50%
Richard Alan Hewitt President&Chief Compliance Officer CFP Jul 2008 (18y) 25% – 50%
Mcnulty, James, Francis Shareholder Oct 2008 (18y) Less than 5%
Joseph Pomeroy Clark Registered representative CFP Jan 2012 (15y)
Marc Alan Wehmeyer Registered representative CFP Apr 2016 (10y)
Evan Davies Registered representative CFP Nov 2024 (2y)
Andrew William Nelson Registered representative CFP Jan 2025 (2y)
Ashley Gardiner Registered representative Oct 2025 (1y)

Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/09/2026 1.2 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 09, 2026.

View current Form ADV (SEC/IAPD) ↗