Prudent Investors
Prudent Investors is an SEC-registered mass-market adviser in Lake Forest, CA with $515.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Prudent Investors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127284, SEC 801-79432, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $515.8M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Lake Forest, CA
- Employees
- 8
- Clients
- 670
- CRD
- 127284
- Ownership
- ONG, TED, HOP; PEARSON, JAMIE, ANN; WILLIAMSON, ELISA, MARIE; SMITH, JAMIE, ANN; BLACKER, RUSSELL, SCOTT
How much AUM does Prudent Investors have?
Prudent Investors reported $515.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Prudent Investors?
Disclosed owners and executives of Prudent Investors include ONG, TED, HOP, PEARSON, JAMIE, ANN, WILLIAMSON, ELISA, MARIE, SMITH, JAMIE, ANN, BLACKER, RUSSELL, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.