Praetorian Wealth Management, Inc.
Praetorian Wealth Management, Inc. is an SEC-registered investment adviser headquartered in Carmel, California. Founded in 2011, the firm manages wealth for individual investors—including high-net-worth clients—and charitable organizations. It employs 8 professionals, primarily focused on investment management. With AUM nearing $500 million as of January 2025, Praetorian provides personalized portfolio management and financial advisory services, serving clients primarily in the United States.
Investment Strategy
Praetorian Wealth Management utilizes a diversified portfolio approach with both passive and active investment strategies. The firm mainly invests in publicly traded equities and ETFs, with significant exposure to large-cap growth and value funds such as MGK, MGV, IVW, VEA, and sector-focused ETFs. Their investment process emphasizes discretionary management tailored to client risk profiles and financial goals, with regular portfolio rebalancing and broad asset class diversification. The majority of its client assets are from high-net-worth individuals, and all assets are managed on a discretionary basis.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD MEGA CAP GROWTH ETF | 13.06% | $63.6M | 158,140 | $367.44 | $402.42 | +$7.9M |
M MGV | VANGUARD MEGA CAP VALUE ETF | 9.50% | $46.3M | 336,216 | $131.58 | $137.74 | +$4.8M |
I IVW | IVW - ISHARES S&P 500 GROWTH ETF | 7.91% | $38.5M | 319,294 | $59.42 | $120.72 | +$2.8M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 7.37% | $35.9M | 599,403 | $42.29 | $59.92 | +$2.0M |
I IVE | IVE - ISHARES S&0 500 VALUE ETF | 5.56% | $27.1M | 131,158 | $132.24 | $206.51 | +$340.3K |