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PREPARED RETIREMENT INSTITUTE LLC

MONTGOMERYVILLE, PA · CRD 309663 · IAPD ↗ · 215-997-5700

$307.6MRegulatory AUM
4Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
June 2026 — PREPARED RETIREMENT INSTITUTE LLC moved its main office from LANSDALE, PA to MONTGOMERYVILLE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
February 2026 — PREPARED RETIREMENT INSTITUTE LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — PREPARED RETIREMENT INSTITUTE LLC reported RAUM up 47% ($190.9M -> $281.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — PREPARED RETIREMENT INSTITUTE LLC now reports custody of client assets ($1.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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