Prudent Man Investment Management
Prudent Man Investment Management is an SEC-registered wealth manager in Lousiville, CO with $390.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Prudent Man Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104574, SEC 801-33304, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $390.2M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Lousiville, CO
- Employees
- 4
- Clients
- 246
- CRD
- 104574
- Ownership
- DIAMOND, KEITH, JEFFREY; JAMES, KENNETH, WHEELER; PROCTOR, RONALD, CHARLES; SHEPARD, DENISE, DONALDSON; READING, CHRISTOPHER, PATRICK
How much AUM does Prudent Man Investment Management have?
Prudent Man Investment Management reported $390.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Prudent Man Investment Management?
Disclosed owners and executives of Prudent Man Investment Management include DIAMOND, KEITH, JEFFREY, JAMES, KENNETH, WHEELER, PROCTOR, RONALD, CHARLES, SHEPARD, DENISE, DONALDSON, READING, CHRISTOPHER, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.