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Prasad Wealth Partners, LLC

● SEC registered since 2024CRD 332507SEC# 801-130984Independence, OH
Export (members)
Reg. AUM
$486M
Employees
10
Accounts
1,869
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 $486 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/prasadwealthView on SEC.gov ↗

Prasad Wealth Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Anthony Grey Kulka ControlChief Investment OfficerUnder 5%2024
Brian Allen Kerber ControlManaging Director50-75%2024
Lindsey R Orth ControlManaging Director50-75%2024
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Frequently asked questions

How much does Prasad Wealth Partners, LLC manage?

Prasad Wealth Partners, LLC reports $486 million in regulatory assets under management on its Form ADV.

How many employees does Prasad Wealth Partners, LLC have?

Prasad Wealth Partners, LLC reports 10 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

Address6050 Oak Tree Blvd., Suite 100, Independence, OH 44131
Phone216-313-9999
Office hours8:30 To 5:30
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$486M
Non-discretionary$0
Total (RAUM)$486M