Prasad Wealth Partners, LLC
● SEC registered since 2024CRD 332507SEC# 801-130984Independence, OH
Reg. AUM
$572.1M
Employees
11
Accounts
2,015
Location
Independence, OH
Prasad Wealth Partners, LLC assets under management
Prasad Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Independence, OH. The firm has been registered since 2024. It reports $572.1 million in regulatory assets under management and employs 11 people.
Prasad Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Grey Kulka Control | Chief Investment Officer | Under 5% | 2024 |
| Brian Allen Kerber Control | Managing Director | 50-75% | 2024 |
| Lindsey R Orth Control | Managing Director | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Prasad Wealth Partners, LLC manage?
Prasad Wealth Partners, LLC reports $572.1 million in regulatory assets under management on its Form ADV.
How many employees does Prasad Wealth Partners, LLC have?
Prasad Wealth Partners, LLC reports 11 employees.
Where is Prasad Wealth Partners, LLC located?
Prasad Wealth Partners, LLC is based in Independence, OH and has been SEC-registered since 2024.
Does Prasad Wealth Partners, LLC disclose fund performance?
Prasad Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6050 Oak Tree Blvd., Suite 100, Independence, OH 44131 |
| Phone | 216-313-9999 |
| Office hours | 8:30 To 5:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$572.1M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$572.1Mregulatory AUM
Discretionary $572.1M