Prana Wealth Management LLC

Overview

Prana Wealth Management LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges a mix of percentage-of-AUM and fixed fees (and lists other fee arrangements), manages discretionary assets, and does not describe itself as an active ESG investor or a multi-state adviser. Prana is not positioned as a capital allocator; it relies on third‑party managers and pooled vehicles for portions of its investable assets.

Assets & Accounts

Public Holdings

Investments & Alternatives