Prasad Wealth Partners
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
FINTRXOverview
Prasad Wealth Partners is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm is individually owned and positions itself as a capital allocator that combines discretionary portfolio management with financial planning. Its client mix includes high-net-worth individuals and families as well as institutional and business clients. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Core service lines listed by the firm are financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting, and the selection of third‑party advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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 10
Lindsey Orth
Managing Partner, PresidentCRD 5949104
Roseann Higgins
Registered RepresentativeCRD 2300684
Michael Doherty
Investment AnalystCRD 7586794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$388M in ETFs
60%
$232M
30%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) | Fidelity | Passive | Large Growth | $26.1M | 253,291 | 6.74% |
Location
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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