Prattes Wealth Partners
Prattes Wealth Partners is an SEC-registered wealth manager in Newport Beach, CA with $243.6M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Prattes Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298746, SEC 801-124726, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $243.6M (2026-04-06)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 5
- Clients
- 105
- CRD
- 298746
- Ownership
- YU, LARRY; PRATTES, JASON, ANDREW
How much AUM does Prattes Wealth Partners have?
Prattes Wealth Partners reported $243.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Prattes Wealth Partners?
Disclosed owners and executives of Prattes Wealth Partners include YU, LARRY, PRATTES, JASON, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.