# The Prudent Planner

The Prudent Planner is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 285028
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285028

## About

The Prudent Planner, LLC is a state-registered investment adviser in Salt Lake City, UT. It manages approximately $1 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at The Prudent Planner?

No principals, investment committee members, or key decision-makers are publicly identified for The Prudent Planner. Without a website, LinkedIn presence, or regulatory filings that name individuals, the governance structure is entirely opaque.

### Does The Prudent Planner participate in fund commitments or direct deals?

There is no public record of The Prudent Planner making fund commitments, direct investments, or co-investments. No portfolio company holdings, real estate transactions, or limited partner positions have been identified.

### What is The Prudent Planner's known posture on co-investments alongside external GPs?

No co-investment activity, GP relationships, or club deal participation has been disclosed or reported for The Prudent Planner. Its posture toward external general partners remains entirely undetermined.

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Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-prudent-planner-llc

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