INDEPENDENCE, OHCRD 332507Latest ADV April 21, 2026
Prasad Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated April 21, 2026, reports $572M in regulatory assets under management, 11 employees, 2 offices, and 2,015 accounts.
Assets Under Management
$572M
Employees
11
Offices
2 offices
Total Clients
729
Primary office
INDEPENDENCE, OH
6050 OAK TREE BLVD., SUITE 100, INDEPENDENCE, OH, United States
Top client segmentIndividuals represent 81.9% of total clients.
Top client categories% of clientsClients
1
Individuals
81.9%
597
2
HNWI
17.4%
127
3
Corporations
0.4%
3
4
Pension Plans
0.1%
1
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$572Mas of April 21, 2026
Discretionary100.0%
$572M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$572M
Total Accounts2,015
10Y AUM Change+$572M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee66:1
10Y Employee Change+1 (+10.0%)
* 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.