THE PRUDENT PLANNER, LLC

THE PRUDENT PLANNER, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 285028). Regulatory assets under management: $1.3M.

Registration

• CRD: 285028
• Type: Registered investment adviser
• Location: 333 PIERPONT AVENUE, SALT LAKE CITY, UT, 84101-1712
• Phone: 801-201-7012
• Latest filing: 2025-03-17
• Regulatory AUM: $1.3M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search