Prepared Retirement Institute LLC
Prepared Retirement Institute LLC is an SEC-registered wealth manager in Lansdale, PA with $307.6M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Prepared Retirement Institute LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309663, SEC 801-122432, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $307.6M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- Lansdale, PA
- Employees
- 11
- Clients
- 259
- CRD
- 309663
- Ownership
- DZIEDZIC, ANDREW, JOHN; LEBARRON, MEGAN, M; ML CAPITAL GROUP LLC; PREPARED HOLDINGS, LLC
How much AUM does Prepared Retirement Institute LLC have?
Prepared Retirement Institute LLC reported $307.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Prepared Retirement Institute LLC?
Disclosed owners and executives of Prepared Retirement Institute LLC include DZIEDZIC, ANDREW, JOHN, LEBARRON, MEGAN, M, ML CAPITAL GROUP LLC, PREPARED HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.