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| Prepared Retirement Institute LLC
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|---|---|
| CRD # | 309663 |
| SEC # | 801-122432 |
| CIK # | 0002056037 |
| AUM | 307.6 M (2026-05-01) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 215-997-5700 |
| Address | 105 Montgomery Ave Montgomeryville, PA 18936 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| MicroStrategy Inc | 2.2 | ||
| Apple Inc | 1.6 | ||
| AbbVie Inc | 1.3 | ||
| Tyco Electronics Ltd | 1.0 | ||
| Nvidia Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 94.0 |
| (b) Individuals (high net worth individuals) | 81 | 199.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 8.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.5 |
| (n) Other | 5 | 1.5 |
| Total | 818 | 307.6 |
| By Discretionary | ||
| Discretionary | 818 | 307.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 818 | 307.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.6 | |
| Total | 818 | 307.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056037] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thoma Capital Management LLC
✚
|
MD | 310.1 M |
|
Western Financial Corporation
✚
|
CA | 309.2 M |
|
New Perspectives Inc
✚
|
MS | 308.7 M |
|
Beacon Wealthcare LLC
✚
|
NC | 308.3 M |
|
Merit Financial Partners LLC
✚
|
NY | 308.2 M |
|
Commons Capital LLC
✚
|
MA | 307.4 M |
|
GFG Wealth LLC
✚
|
FL | 306.6 M |
|
McAllister Capital Management Corporation
✚
|
MS | 306.2 M |
|
Fidelis IM LLC
✚
|
OR | 306.1 M |
|
Morton Wealth Advisors
✚
|
MA | 305.5 M |