Prudent Wealth Management LLC

Prudent Wealth Management LLC (CRD# 114865) is a financial advisory firm headquartered in , . They manage $32,052,743 in 91 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $352,228
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, NM, TX

Financial Advisors at Prudent Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas J. Manz
CRD#: 2214708
Branson, MO
96
Wealthminder
score

Douglas Manz (CRD# 2214708) is an Investment Advisor Representative working at Prudent Wealth Management LLC in Branson, MO and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.