Unclaimed Profile

Michael Lee Krumholz

PRUDEO PARTNERS, LLC·WEST COLUMBIA, South Carolina

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 99TO24 years registeredPRUDEO PARTNERS, LLC

602 MEETING STREET, WEST COLUMBIA, SC 29169CRD# 1977128Firm CRD# 113961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lee Krumholz · WEST COLUMBIA, SC

Registration

CRD #1977128 · PRUDEO PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Feb 2024 – present

FORTUNE FINANCIAL SERVICES, INC.

Dec 2019 – present

PRUDEO PARTNERS, LLC

Dec 2019 – Jun 2024

READING, PA

INDEPENDENT ADVISOR ALLIANCE, LLC

Mar 2017 – Nov 2019

Reading, PA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2007 – Apr 2017

READING, PA

ASSET & FINANCIAL PLANNING, LTD

Jul 2002 – Mar 2007

READING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · July 19, 2002

Years registered · 24

Disclosure History

2026Customer Dispute·Pending

2024Customer Dispute·Withdrawn

2007Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRUDEO PARTNERS, LLC

CRD 113961 · SEC 801-60743

AUM

$413M

Regulatory assets under management

Employees

1,473 client accounts

Services offered by PRUDEO PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRUDEO PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Lee Krumholz offer?

Michael Lee Krumholz specializes in Financial Planning, Investment Management. Contact their office in WEST COLUMBIA, South Carolina for a consultation.

What are Michael Lee Krumholz's credentials?

Michael Lee Krumholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lee Krumholz located?

Michael Lee Krumholz is based in WEST COLUMBIA, South Carolina, working with PRUDEO PARTNERS, LLC. Their office serves clients in the WEST COLUMBIA metropolitan area and surrounding communities.

How does Michael Lee Krumholz charge for services?

Michael Lee Krumholz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRUDEO PARTNERS, LLC?

PRUDEO PARTNERS, LLC has approximately 8 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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