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Building 2PRATTES WEALTH PARTNERS

Map pinNEWPORT BEACH, CA
Phone949-271-6333
NotebookSEC #801-124726
Total AUM
$243.6M
Employees
5
Clients
105

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 NEWPORT CENTER DRIVE, SUITE 1100
NEWPORT BEACH
CA 92660
United States
Operating Hours
8AM -5PM PT
Monday - Friday
Phone
949-271-6333

ReceiptFinancials

Total AUM
$243.6M
Accounts
105
Discretionary
$183.4M
Accounts
96
Non-Discretionary
$60.1M
Accounts
9

ContactClients

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Individual Clients
49
AUM
$14.6M
HNW Individual Clients
42
AUM
$143.8M
Pooled Vehicle Clients
5
AUM
$25M
Pension/Profit Sharing Plan Clients
9
AUM
$60.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
CALANETX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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