PRATTES WEALTH PARTNERS

JASON A PRATTES FINANCIAL INC

CRD 298746 · SEC 801-124726

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620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, 92660, United States

Phone

949-271-6333

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$243.6M

Discretionary AUM

$183.4M

Team

5 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Corporation

Filing date

2026-04-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	49	$14.6M
High net worth individuals	42	$143.8M
Pooled investment vehicles	5	$25.0M
Pension/profit sharing plans	9	$60.1M

All web addresses on file

https://sprivecap.com/
https://pratteswealth.com/
https://www.facebook.com/sprivecapital/
https://www.linkedin.com/in/jason-prattes-accredited-investment-fiduciary-109204a2
https://www.instagram.com/sprivecapital/

Official SEC filing: View on IAPD