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Building 2PRASAD WEALTH PARTNERS

Map pinINDEPENDENCE, OH
Phone216-313-9999
NotebookSEC #801-130984
Total AUM
$572.1M
Employees
11
Clients
729

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6050 OAK TREE BLVD.
SUITE 100
INDEPENDENCE
OH 44131
United States
Operating Hours
8:30 TO 5:30
Monday - Friday
Phone
216-313-9999
Other Offices
2

ReceiptFinancials

Total AUM
$572.1M
Accounts
2,015
Discretionary
$572.1M
Accounts
2,015
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
597
AUM
$177.2M
HNW Individual Clients
127
AUM
$391.8M
Pension/Profit Sharing Plan Clients
1
AUM
$240.1K
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
3
AUM
$774.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMAMINCNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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