PRIEN ASSET MANAGEMENT, LLC
Legal name: WATERROCK WEALTH MANAGEMENT
CRD #296462 SEC #801-128547 ALBUQUERQUE, NM 505-831-6342
SEC Registered
Total AUM
$132.5M
Discretionary
$132.5M
Employees
5
Clients
1
Accounts
275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $132.5M | $132.5M | $0 | 5 | 0 |
| May 2025 | $132.5M | $132.5M | $0 | 5 | 0 |
| Mar 2025 | $132.5M | $132.5M | $0 | 5 | 0 |
| Oct 2024 | $113.2M | $113.2M | $0 | 5 | 0 |
| Oct 2024 | $113.2M | $113.2M | $0 | 5 | 0 |
| Sep 2024 | $113.2M | $113.2M | $0 | 5 | 0 |
| Jul 2024 | $113.2M | $113.2M | $0 | 5 | 0 |
| Mar 2024 | $113.2M | $113.2M | $0 | 5 | 0 |
| Jan 2024 | $101.3M | $101.3M | $0 | 5 | 0 |
| Nov 2023 | $101.3M | $101.3M | $0 | 5 | 0 |
| Aug 2023 | $101.3M | $101.3M | $0 | 5 | 0 |
| Aug 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
| Aug 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
| Jul 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
| Jul 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
| Jul 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
| Jul 2023 | $101.3M | $101.3M | $0 | 4 | 0 |
DateOct 2025
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$113.2M
Discretionary$113.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0