Prana Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 289322
- Website
- www.pranawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI73.46%
- Individuals26.54%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prana Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee arrangements include a percentage-of-AUM component, fixed fees and other fee types. The firm is not positioned as a capital allocator and does not identify as an active ESG investor, pension consultant, or multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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