P
CRD: 309663
Prepared Retirement Institute LLC
$307.6M Total AUM
$307.6M Disc. AUM
-- 3Y CAGR
11 Employees
259 ADV. Clients
5 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial zenithRadial +more
- Established Date
- 08-04-2020
- Office Locations
- 1
Office Locations
105 Montgomery Ave. Suite 1053 Lansdale PA
About Prepared Retirement Institute LLC
Prepared Retirement Institute LLC is a Lansdale, PA–based RIA providing comprehensive wealth management that pairs investment management with tax planning, estate and risk management, and ongoing client education. The team builds personalized strategies for individuals and business owners/entrepreneurs, with portfolios that lean heavily on ETFs. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$76.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
1.8 yrs AVG TENURE
11 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element unison Vector Atlas atlas
Client Personas
Fusion pathway Peak
Custodian
Vector beacon Alpha fusion Crest wave Zenith vector Eagle insight
Fund Managers
Fusion insight
Investment Themes
Prime element Vertex
Investment Vehicles
Eagle
Platform
Vector Unison wave Vertex
Services
Catalyst capital Ridge Summit insight Momentum pioneer Legacy element North Eagle Radial insight Frontier Pioneer signal
Technology
Glacier prime Bridge capital Vital
Owner & Executives
A
ANDREW JOHN DZIEDZIC
Chief Compliance Officer
- CRD
- #4843929
- Ownership
- Less than 5%
(662) 679-9384
matrix.vector@pioneercapital.com
in linkedin.com/in/crest-catalyst
M
MEGAN M LEBARRON
CHIEF OF STAFF, PARTNER
- CRD
- --
- Ownership
- Less than 5%
(540) 842-3144
oak.ridge@embercapital.com
in linkedin.com/in/quantum-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
BRADLEY GARGES
--
- CRD
- #7368283
(652) 433-6240
unison.ridge@capitalcapital.com
in linkedin.com/in/vital-value
V
Vilas Paul Naralakattu
--
- CRD
- #8208418
(851) 247-3332
bridge.optima@pathwaycapital.com
in linkedin.com/in/vector-frontier
A
Alpha atlas
Value horizon
- CRD
- #94656
(510) 711-8539
beacon.north@fusioncapital.com
in linkedin.com/in/fusion-zenith
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,554,271 | $375,983 |
| Non-Discretionary | $0 | -- |
| Total | $307,554,271 | $375,983 |
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Separately Managed Accounts
Total SMA Asset: $307,554,271
Equity - Exchange:
18.4% Public Funds:
5.8% Other:
25.7% Cash:
25.4% Corporate - Investment Grade:
17.2% Municipal Bonds:
7.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $523,675,320 | 18.4% |
| Public Funds | $165,071,568 | 5.8% |
| Other | $731,437,811 | 25.7% |
| Cash | $722,899,627 | 25.4% |
| Corporate - Investment Grade | $489,522,582 | 17.2% |
| Municipal Bonds | $213,454,614 | 7.5% |
| Total | $2,846,061,522 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA UNISON DELTA | SUMMIT PRIME | 1H31HBGH3 | AZYJC | 2.70% | $6,653,265 |
| SIGNAL UNISON QUANTUM | FOUNDATION RADIAL | J3F9Y0NFR | JBA | 6.11% | $14,241,130 |
| ALPHA NORTH | ALPHA INSIGHT | G1P5LWR0Z | ZKTW | 7.94% | $65,002,933 |
| HORIZON PATHWAY | LEGACY MOMENTUM | 0ADD8280V | FUYMF | 4.08% | $85,281,235 |
| VITAL FRONTIER UNISON | BEACON NORTH | DOHMT59LX | NEJ | 8.01% | $85,037,272 |
| EMBER ATLAS NORTH | SUMMIT EAGLE | QEOXYL572 | GQSZW | 6.59% | $22,079,228 |
| BEACON NORTH PIONEER | CREST VALUE | YJD4T8YXL | BCINC | 1.61% | $20,606,938 |
| VALUE BEACON FOCUS | ZENITH MERIDIAN | SJYSGK2OJ | LWBWI | 6.52% | $77,457,745 |