Investment adviser · CRD 114865

PRUDENT WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

· Form ADV filed Feb 24, 2012

Regulatory AUM
$32.8M
Form ADV · Item 5.F
Client accounts
85
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 24, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 114865

Filing source

Form ADV 616125 · Feb 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.