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PRUDENT MANAGEMENT ASSOCIATES

PHILADELPHIA, PA · CRD 16691 · IAPD ↗ · prudentmanagement.com · 215-994-1062

$1.23BRegulatory AUM
6Advisory reps
13Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PRUDENT MANAGEMENT ASSOCIATES reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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