Overview
Assets Under Management: $486 million
Headquarters: INDEPENDENCE, OH
High-Net-Worth Clients: 118
Average Client Assets: $3 million
Frequently Asked Questions
PRASAD WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332507), PRASAD WEALTH PARTNERS is subject to fiduciary duty under federal law.
PRASAD WEALTH PARTNERS is headquartered in INDEPENDENCE, OH.
PRASAD WEALTH PARTNERS serves 118 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, PRASAD WEALTH PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PRASAD WEALTH PARTNERS manages $486 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, PRASAD WEALTH PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,869
Discretionary Accounts: 1,869
Regulatory Filings
CRD Number: 332507
Filing ID: 2050904
Last Filing Date: 2026-02-06 10:12:06