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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prudent Investor Advisors LLC
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|---|---|
| CRD # | 121922 |
| SEC # | 801-63481 |
| CIK # | |
| AUM | $1.2 B (2025-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 866-446-1848 |
| Address | 101 Parkshore Drive, Suite 100 Folsom, CA 95630 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 25.5 |
| (b) Individuals (high net worth individuals) | 23 | 71.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 127.3 |
| (g) Pension and profit sharing plans | 27 | 555.9 |
| (h) Charitable organizations | 3 | 19.5 |
| (i) State or municipal government entities | 6 | 349.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 168 | 1,153.6 |
| By Discretionary | ||
| Discretionary | 122 | 121.6 |
| Non-Discretionary | 46 | 1,032.0 |
| Total | 168 | 1,153.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,153.6 | |
| Total | 168 | 1,153.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cascade Financial Partners LLC
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|
CA | 1.2 |
|
Falcon Wealth Planning Inc
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|
CA | 1.2 |
|
Middleton & Company Inc
✚
|
MA | 1.2 |
|
Flagstar Advisors Inc
✚
|
NY | 1.2 |
|
AWM Capital LLC
✚
|
AZ | 1.2 |
|
Moisand Fitzgerald Tamayo LLC
✚
|
FL | 1.2 |
|
Spectrum Wealth Counsel LLC
✚
|
IN | 1.2 |
|
Stillwater Capital Advisors LLC
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|
PA | 1.1 |
|
Accurate Wealth Management LLC
✚
|
FL | 1.1 |
|
Corrigan Financial Inc
✚
|
RI | 1.1 |