Prasad Wealth Partners
Prasad Wealth Partners is an SEC-registered mass-market adviser in Independence, OH with $572.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Prasad Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332507, SEC 801-130984, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $572.1M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Location
- Independence, OH
- Employees
- 11
- Clients
- 729
- CRD
- 332507
- Ownership
- WOODARD, KEVIN, SEAN; KULKA, ANTHONY, GREY; HIGGINS, ROSEANN; Kerber, Brian, Allen; Orth, Lindsey, R
How much AUM does Prasad Wealth Partners have?
Prasad Wealth Partners reported $572.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Prasad Wealth Partners?
Disclosed owners and executives of Prasad Wealth Partners include WOODARD, KEVIN, SEAN, KULKA, ANTHONY, GREY, HIGGINS, ROSEANN, Kerber, Brian, Allen, Orth, Lindsey, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.