PRUDENT INVESTOR ADVISORS, LLC
CRD #121922 SEC #801-63481 FOLSOM, CA 866-446-1848
SEC Registered
Total AUM
$1.2B
Discretionary
$121.6M
Employees
4
Clients
0
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $121.6M | $1B | 4 | 1 |
| Mar 2024 | $1.2B | $83.6M | $1.2B | 5 | 1 |
| Mar 2023 | $1.1B | $75.5M | $1B | 5 | 1 |
| Apr 2022 | $1.2B | $74.7M | $1.2B | 5 | 1 |
| Mar 2022 | $1.2B | $74.7M | $1.2B | 5 | 1 |
| Mar 2021 | $847.1M | $78.1M | $769M | 5 | 1 |
| Aug 2020 | $896M | $70.6M | $825.5M | 5 | 1 |
| Jul 2020 | $896M | $70.6M | $825.5M | 5 | 1 |
| May 2020 | $896M | $70.6M | $825.5M | 5 | 1 |
| Feb 2020 | $896M | $70.6M | $825.5M | 5 | 1 |
| Oct 2019 | $760M | $54.1M | $705.9M | 5 | 1 |
| Jul 2019 | $760M | $54.1M | $705.9M | 6 | 1 |
| Mar 2019 | $760M | $54.1M | $705.9M | 6 | 1 |
| Mar 2018 | $848.3M | $50.7M | $797.6M | 6 | 0 |
| Mar 2017 | $646M | $49.3M | $596.7M | 6 | 26 |
| Jun 2016 | $546.7M | $41.2M | $505.5M | 5 | 26 |
| Feb 2016 | $546.7M | $41.2M | $505.5M | 4 | 26 |
| Apr 2015 | $588.7M | $41.9M | $546.8M | 4 | 26 |
| Feb 2014 | $877.4M | $38.9M | $838.5M | 4 | 26 |
| Jan 2014 | $380.9M | $34.3M | $346.6M | 4 | 26 |
| Jul 2013 | $380.9M | $34.3M | $346.6M | 4 | 26 |
| Jun 2013 | $380.9M | $34.3M | $346.6M | 4 | 26 |
| Apr 2013 | $380.9M | $34.3M | $346.6M | 3 | 26 |
| Mar 2013 | $380.9M | $34.3M | $346.6M | 3 | 26 |
| Mar 2013 | $380.9M | $34.3M | $346.6M | 3 | 26 |
| Aug 2012 | $315.3M | $31.2M | $284.2M | 6 | 26 |
| May 2012 | $315.3M | $31.2M | $284.2M | 6 | 26 |
| Mar 2012 | $315.3M | $31.2M | $284.2M | 6 | 26 |
| Jun 2011 | $301.5M | $35.3M | $266.2M | 10 | -- |
| Mar 2010 | $340.5M | $31.9M | $308.6M | 10 | -- |
| Mar 2009 | $282M | $22.9M | $259.1M | 5 | -- |
| Jan 2008 | $229.8M | $33.1M | $196.8M | 5 | -- |
| May 2007 | $229.8M | $33.1M | $196.8M | 5 | -- |
| Feb 2007 | $78.1M | $70.3M | $7.8M | 5 | -- |
| Mar 2006 | $43.2M | $42.1M | $1.1M | 5 | -- |
| Nov 2005 | $32.2M | $31.6M | $528.1K | 5 | -- |
| Feb 2005 | $32.2M | $31.6M | $528.1K | 5 | -- |
| Aug 2004 | $29M | $27M | $2M | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$121.6M
Non-Disc.$1B
Employees4
Clients1
DateMar 2024
Total AUM$1.2B
Discretionary$83.6M
Non-Disc.$1.2B
Employees5
Clients1
DateMar 2023
Total AUM$1.1B
Discretionary$75.5M
Non-Disc.$1B
Employees5
Clients1
DateApr 2022
Total AUM$1.2B
Discretionary$74.7M
Non-Disc.$1.2B
Employees5
Clients1
DateMar 2022
Total AUM$1.2B
Discretionary$74.7M
Non-Disc.$1.2B
Employees5
Clients1
DateMar 2021
Total AUM$847.1M
Discretionary$78.1M
Non-Disc.$769M
Employees5
Clients1
DateAug 2020
Total AUM$896M
Discretionary$70.6M
Non-Disc.$825.5M
Employees5
Clients1
DateJul 2020
Total AUM$896M
Discretionary$70.6M
Non-Disc.$825.5M
Employees5
Clients1
DateMay 2020
Total AUM$896M
Discretionary$70.6M
Non-Disc.$825.5M
Employees5
Clients1
DateFeb 2020
Total AUM$896M
Discretionary$70.6M
Non-Disc.$825.5M
Employees5
Clients1
DateOct 2019
Total AUM$760M
Discretionary$54.1M
Non-Disc.$705.9M
Employees5
Clients1
DateJul 2019
Total AUM$760M
Discretionary$54.1M
Non-Disc.$705.9M
Employees6
Clients1
DateMar 2019
Total AUM$760M
Discretionary$54.1M
Non-Disc.$705.9M
Employees6
Clients1
DateMar 2018
Total AUM$848.3M
Discretionary$50.7M
Non-Disc.$797.6M
Employees6
Clients0
DateMar 2017
Total AUM$646M
Discretionary$49.3M
Non-Disc.$596.7M
Employees6
Clients26
DateJun 2016
Total AUM$546.7M
Discretionary$41.2M
Non-Disc.$505.5M
Employees5
Clients26
DateFeb 2016
Total AUM$546.7M
Discretionary$41.2M
Non-Disc.$505.5M
Employees4
Clients26
DateApr 2015
Total AUM$588.7M
Discretionary$41.9M
Non-Disc.$546.8M
Employees4
Clients26
DateFeb 2014
Total AUM$877.4M
Discretionary$38.9M
Non-Disc.$838.5M
Employees4
Clients26
DateJan 2014
Total AUM$380.9M
Discretionary$34.3M
Non-Disc.$346.6M
Employees4
Clients26
DateJul 2013
Total AUM$380.9M
Discretionary$34.3M
Non-Disc.$346.6M
Employees4
Clients26
DateJun 2013
Total AUM$380.9M
Discretionary$34.3M
Non-Disc.$346.6M
Employees4
Clients26
DateApr 2013
Total AUM$380.9M
Discretionary$34.3M
Non-Disc.$346.6M
Employees3
Clients26
DateMar 2013
Total AUM$380.9M
Discretionary$34.3M
Non-Disc.$346.6M
Employees3
Clients26
DateMar 2013
Total AUM$380.9M
Discretionary$34.3M
Non-Disc.$346.6M
Employees3
Clients26
DateAug 2012
Total AUM$315.3M
Discretionary$31.2M
Non-Disc.$284.2M
Employees6
Clients26
DateMay 2012
Total AUM$315.3M
Discretionary$31.2M
Non-Disc.$284.2M
Employees6
Clients26
DateMar 2012
Total AUM$315.3M
Discretionary$31.2M
Non-Disc.$284.2M
Employees6
Clients26
DateJun 2011
Total AUM$301.5M
Discretionary$35.3M
Non-Disc.$266.2M
Employees10
Clients--
DateMar 2010
Total AUM$340.5M
Discretionary$31.9M
Non-Disc.$308.6M
Employees10
Clients--
DateMar 2009
Total AUM$282M
Discretionary$22.9M
Non-Disc.$259.1M
Employees5
Clients--
DateJan 2008
Total AUM$229.8M
Discretionary$33.1M
Non-Disc.$196.8M
Employees5
Clients--
DateMay 2007
Total AUM$229.8M
Discretionary$33.1M
Non-Disc.$196.8M
Employees5
Clients--
DateFeb 2007
Total AUM$78.1M
Discretionary$70.3M
Non-Disc.$7.8M
Employees5
Clients--
DateMar 2006
Total AUM$43.2M
Discretionary$42.1M
Non-Disc.$1.1M
Employees5
Clients--
DateNov 2005
Total AUM$32.2M
Discretionary$31.6M
Non-Disc.$528.1K
Employees5
Clients--
DateFeb 2005
Total AUM$32.2M
Discretionary$31.6M
Non-Disc.$528.1K
Employees5
Clients--
DateAug 2004
Total AUM$29M
Discretionary$27M
Non-Disc.$2M
Employees5
Clients--