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| Prudent Investor Advisors LLC
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|---|---|
| CRD # | 121922 |
| SEC # | 801-63481 |
| CIK # | |
| AUM | 1,302.2 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-446-1848 |
| Address | 101 Parkshore Drive, Suite 100 Folsom, CA 95630 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 40.3 |
| (b) Individuals (high net worth individuals) | 26 | 95.9 |
| (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 | 1 | 137.4 |
| (g) Pension and profit sharing plans | 30 | 615.6 |
| (h) Charitable organizations | 10 | 34.2 |
| (i) State or municipal government entities | 7 | 378.3 |
| (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 | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 1,302.2 |
| By Discretionary | ||
| Discretionary | 191 | 171.5 |
| Non-Discretionary | 47 | 1,130.7 |
| Total | 238 | 1,302.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,302.2 | |
| Total | 238 | 1,302.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
MI | 1,314.5 M |
|
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|
Snowwater Investment Partners LLC
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|
1,300.0 M | |
|
Biondo Investment Advisors LLC
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|
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|
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✚
|
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