# Prudent Growth Investments LLC

> Prudent Growth Investments LLC is a state-registered investment advisory firm in Natick, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 337283
- Filed as: PRUDENT GROWTH INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Natick, MA
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337283
- AdvisorCensus page: https://advisorcensus.com/firm/prudent-growth-investments-llc-natick-ma-337283

## Quick answers

**How is Prudent Growth Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prudent Growth Investments LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Prudent Growth Investments LLC located?**
Prudent Growth Investments LLC's principal office is in Natick, MA, according to its Form ADV.

**Is Prudent Growth Investments LLC registered with the SEC or a state?**
Prudent Growth Investments LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337283.

**How much does Prudent Growth Investments LLC manage?**
Prudent Growth Investments LLC reports $7,957,668 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**What types of clients does Prudent Growth Investments LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (6).

**Does Prudent Growth Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337283

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,957,668
- Discretionary: $7,957,668
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,417,167 |
| High net worth individuals | 9 | $6,540,501 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prudentgrowthinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prudent Growth Investments LLC (CRD 337283): Form ADV filing data as of October 2026.