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PRASAD WEALTH PARTNERS
PRASAD WEALTH PARTNERS, LLC
CRD 332507 · SEC 801-130984
6050 OAK TREE BLVD., SUITE 100, INDEPENDENCE, OH, 44131, United States
Phone
216-313-9999
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$572.1M
Discretionary AUM
$572.1M
Team
11 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 597 | $177.2M |
| High net worth individuals | 127 | $391.8M |
| Pension/profit sharing plans | 1 | $240K |
| Charitable organizations | 1 | $2.1M |
| Corporations/business entities | 3 | $774K |
States served
AZ, CA, CO, IL, LA, MA, MI, NY, NC, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD