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, LLC 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, LLC is subject to fiduciary duty under federal law.
PRASAD WEALTH PARTNERS, LLC is headquartered in INDEPENDENCE, OH.
PRASAD WEALTH PARTNERS, LLC serves 118 high-net-worth clients according to their SEC filing dated August 27, 2025. View client details ↓
According to their SEC Form ADV, PRASAD WEALTH PARTNERS, LLC 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, LLC manages $486 million in client assets according to their SEC filing dated August 27, 2025.
According to their SEC Form ADV, PRASAD WEALTH PARTNERS, LLC 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: 2012220
Last Filing Date: 2025-08-27 09:37:00
Website: https://dinsmorecomplianceservices.com