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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRISON, STEVEN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ELY, GUERDON, TISDALE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| ELY, GUERDON, TISDALE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| ELY, GUERDON, TISDALE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| ELY, GUERDON, TISDALE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| ELY, GUERDON, TISDALE | I | OWNER | E | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| ALLEN, GARY, KEITH | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| COONTZ, JEFFREY, BRIAN | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
| SIMON, WENDELL, SCOTT | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (6)
AZ CA MI NC TX UT
Address
101 PARKSHORE DRIVE, SUITE 100FOLSOM, CA 95630
United States
Phone: 866-446-1848