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WATERROCK WEALTH MANAGEMENT
PRIEN ASSET MANAGEMENT, LLC
CRD 296462 · SEC 801-128547
6565 AMERICAS PARKWAY NE, STE 200, ALBUQUERQUE, NM, 87110, United States
Phone
505-831-6342
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.7M
Discretionary AUM
$153.7M
Team
5 total employees; 5 advisory reps; 195 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $31.4M |
| High net worth individuals | 37 | $122.1M |
| Charitable organizations | 1 | $157K |
States served
AZ, CA, CO, NM, TX
All web addresses on file
Official SEC filing: View on IAPD