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PGIM CUSTOM HARVEST LLC

NEWARK, NJ · CRD 290235 · IAPD ↗ · pgim.com · 800-210-0118

$6.90BRegulatory AUM
9Advisory reps
68Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PGIM CUSTOM HARVEST LLC reported RAUM up 28% ($5.37B -> $6.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — PGIM CUSTOM HARVEST LLC reported RAUM up 50% ($3.58B -> $5.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — PGIM CUSTOM HARVEST LLC grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — PGIM CUSTOM HARVEST LLC reported RAUM up 50% ($2.38B -> $3.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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