Prudent Investors Network, Inc.
- Regulatory AUM
- $516M
- Discretionary
- $516M
- Clients
- 670
- Avg AUM / client
- $770K
- Accounts
- 670
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 514 | $173M | 33.5% |
| High net worth individuals | 156 | $343M | 66.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jared Cheung Yi Ong | Principal | Jan 2012 (15y) | Less than 5% | |
| Jeremy Le Van Lau | Chief Executive Officer | Jun 2017 (9y) | 75% or more | |
| Williamson, Elisa, Marie | Chief Compliance Officer | Dec 2018 (8y) | Less than 5% | |
| Ong, Ted, Hop | Principal | Jan 2021 (6y) | Less than 5% | |
| Anna Yen Kim | Registered representative | CFP CFA | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $516M (100% of AUM) Apr 2026
- Fidelity Distributors Company Llc $6.9M (5% of AUM) Jul 2020
- National Financial Services (Fidelity) $5.6M (4% of AUM) Nov 2019
- Fidelity Investments $3.9M (1% of AUM) Aug 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗