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PRUDENT INVESTOR ADVISORS, LLC
CRD 121922 · SEC 801-63481
101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA, 95630, United States
Phone
866-446-1848
Fax
707-822-5657
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$171.5M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 153 | $40.3M |
| High net worth individuals | 26 | $95.9M |
| Pooled investment vehicles | 1 | $137.4M |
| Pension/profit sharing plans | 30 | $615.6M |
| Charitable organizations | 10 | $34.2M |
| State/municipal entities | 7 | $378.3M |
| Corporations/business entities | 3 | $428K |
States served
AZ, CA, MI, UT, TX
All web addresses on file
Official SEC filing: View on IAPD