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PRUDEO PARTNERS, LLC

WEST COLUMBIA, SC · CRD 113961 · IAPD ↗ · 803-739-6311

$412.9MRegulatory AUM
4Advisory reps
8Employees
3Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2024 — PRUDEO PARTNERS, LLC (WEST COLUMBIA, SC) left the SEC roster (was $412.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
April 2024 — PRUDEO PARTNERS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.