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PRUFID FINANCIAL ADVISORS LLC

· CRD 121897 · IAPD ↗ · prufidfa.com · 269-857-2743

$358.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — PRUFID FINANCIAL ADVISORS LLC changed its website from altruistfa.com to prufidfa.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2026 — ALTRUIST FINANCIAL ADVISORS LLC is now doing business as PRUFID FINANCIAL ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
May 2025 — ALTRUIST FINANCIAL ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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