PRUDENT WEALTH MANAGEMENT LLC

PRUDENT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 114865). Regulatory assets under management: $32.8M.

Registration

• CRD: 114865
• SEC file number: 801-68064
• Type: Registered investment adviser
• Phone: 417-338-1944
• Latest filing: 2012-02-24
• Regulatory AUM: $32.8M
• Discretionary AUM: $25.6M
• Non-discretionary AUM: $7.2M
• Clients: 1
• Accounts: 85

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 114865 on SEC IAPD (source of record)
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