PRASAD WEALTH PARTNERS

RIASEC RegisteredEst. 2024
Total AUM
$572M
Discretionary
$572M
100% of AUM
Avg account
$284K
Accounts
2,015
Employees
11
Advisory reps
11

Firm details

Headquarters
INDEPENDENCE, Ohio
CRD number
332507
Registered since
August 29, 2024
Website
www.prasadwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI68.48%
  • Individuals30.98%
  • Charitable Organizations0.36%
  • Corporations / Businesses0.14%
  • Pension & Profit Sharing Plans0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Prasad Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owner-operated and positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory model combines fee-based portfolio management and financial planning with a mix of percentage-of-AUM and fixed-fee billing. Stated advisory services include financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting services, and selection of outside advisers. The firm does not flag itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 16%, Investment Grade Corp Bonds 9%, State & Local Bonds 4%, Cash & Cash Equivalents 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities16%
  • Investment Grade Corp Bonds9%
  • State & Local Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2

  • Brian Kerber

    Managing Partner and Chief Executive OfficerCRD 4342797

  • ANTHONY KULKA

    Chief Investment OfficerCRD 6350398

Contacts

3 of 9

  • Lindsey Orth

    Managing Partner, PresidentCRD 5949104

  • ROSEANN HIGGINS

    Registered RepresentativeCRD 2300684

  • Michael Doherty

    Investment AnalystCRD 7586794

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$331M in ETFs

Passive

68%

$225M

Active

28%

$106M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ)FidelityPassiveLarge Growth$21.6M253,9166.52%
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Location

Primary office

INDEPENDENCE, OH

CUYAHOGA

Location

INDEPENDENCE, OH

Headquartered in INDEPENDENCE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
6050 Oak Tree Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth