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PRUDENT STREET FINANCIAL ADVISORS, LLC

BRENTWOOD, TN · CRD 160436 · IAPD ↗ · prudentstreet.com · 615-523-0660

$302.7MRegulatory AUM
5Advisory reps
7Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — PRUDENT STREET FINANCIAL ADVISORS, LLC (BRENTWOOD, TN) left the SEC roster (was $302.7M RAUM, 5 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

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