Prowell Financial Management, LLC
Exton, PA·SEC-registered · CRD #281762
Prowell Financial Management, LLC is an SEC-registered investment advisory firm in Exton, PA managing $6.9B across 489 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
489
Advisory staff
3
Fee model
Fee-based
How Prowell Financial Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Prowell Financial Management, LLC
How much does Prowell Financial Management, LLC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Prowell Financial Management, LLC reports $6.9B in regulatory assets under management across roughly 489 client accounts.
How does Prowell Financial Management, LLC charge?
Prowell Financial Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Prowell Financial Management, LLC a fiduciary?
Yes. Prowell Financial Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #281762), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Prowell Financial Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Prowell Financial Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Exton, PA
Profile compiled from Prowell Financial Management, LLC's public SEC Form ADV filing (CRD #281762, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Prowell Financial Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Prowell Financial Management, LLC? Claim this profile.