NEWPORT BEACH, CACRD 298746Latest ADV April 6, 2026
Prattes Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 6, 2026, reports $244M in regulatory assets under management, 5 employees, and 105 accounts.
Assets Under Management
$244M
Employees
5
Offices
--
Total Clients
105
Primary office
NEWPORT BEACH, CA
620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 46.7% of total clients.
Top client categories% of clientsClients
1
Individuals
46.7%
49
2
HNWI
40.0%
42
3
Pension Plans
8.6%
9
4
Pooled Investment Vehicles
4.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of April 6, 2026
Discretionary75.3%
$183M
75% of total RAUM75.3%
Non-discretionary24.7%
$60M
25% of total RAUM24.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$244M
Total Accounts105
10Y AUM Change+$117M (+92.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.