Prepared Retirement Institute LLC
● SEC registered since 2021CRD 309663SEC# 801-122432Montgomeryville, PA
Reg. AUM
$307.6M
Employees
11
Accounts
818
Location
Montgomeryville, PA
Prepared Retirement Institute LLC assets under management
Prepared Retirement Institute LLC is a registered investment adviser overseen by the SEC based in Montgomeryville, PA. The firm has been registered since 2021. It reports $307.6 million in regulatory assets under management and employs 11 people.
Prepared Retirement Institute LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Dziedzic Control | Chief Compliance Officer | Under 5% | 2020 |
| Megan M Lebarron Control | Chief Of Staff, Partner | Under 5% | 2026 |
| ML Capital Group LLC Control | Owner | 5-10% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Prepared Retirement Institute LLC manage?
Prepared Retirement Institute LLC reports $307.6 million in regulatory assets under management on its Form ADV.
How many employees does Prepared Retirement Institute LLC have?
Prepared Retirement Institute LLC reports 11 employees.
Where is Prepared Retirement Institute LLC located?
Prepared Retirement Institute LLC is based in Montgomeryville, PA and has been SEC-registered since 2021.
Does Prepared Retirement Institute LLC disclose fund performance?
Prepared Retirement Institute LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105 Montgomery Ave., Suite 1053, Montgomeryville, PA 18936 |
| Phone | 215-997-5700 |
| Fax | 215-997-3169 |
| Office hours | 9:00a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$307.6M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$307.6Mregulatory AUM
Discretionary $307.6M