Prumentum Group combines transformational digital capabilities and proven wealth management solutions with access to financial advisors, enabling more people to realize their goals and dreams.

Finance

Prumentum Group

Prumentum Group's headquarters in Los Gatos, CA, United States

Marthin De Beer

Krutarth Shah

Larry Robinson

Sayed Darwish

Charles Carmel

Thomas Wyatt

Robert Wallace

David Covin

Chris Kerkhoff

Jennifer Pasqualini

Scott Mosko

Guido Jouret

Diane Strohfus

Keith Taylor

Geoffrey Moore

Gary Daichendt

The Advisory Team at Prumentum Group is dedicated to providing personalized financial guidance and wealth management strategies to clients. Leveraging their expertise in digital capabilities and the Brightplan platform, the team works collaboratively to help individuals achieve their financial goals and aspirations through tailored advice and support.

Advisory Team

This department provides oversight and strategic direction to the organization.

Governance Board

This department oversees the overall direction and strategic leadership of the organization.

Executive Leadership

The Leadership Team at Prumentum Group is responsible for setting the strategic direction and vision of the company. Composed of key executives from various functions, the team collaborates to drive innovation in digital capabilities and wealth management solutions, ensuring compliance and fostering a culture of excellence that empowers financial advisors and clients alike to achieve their goals.

Prumentum Group

Org chart

Board & advisors

Teams

Advisory Team

Governance Board

Executive Leadership

Leadership Team

Offices

Prumentum Group

Org chart

Board & advisors

Teams

Advisory Team

Governance Board

Executive Leadership

Leadership Team

Offices

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