JASON A PRATTES FINANCIAL INC
Legal name: PRATTES WEALTH PARTNERS
CRD #298746 SEC #801-124726 NEWPORT BEACH, CA 949-271-6333
SEC Registered Private Funds
Total AUM
$180.3M
Discretionary
$129.6M
Employees
5
Clients
0
Accounts
109
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $180.3M | $129.6M | $50.7M | 5 | 0 |
| Apr 2025 | $176.7M | $129.6M | $47.1M | 5 | 0 |
| Dec 2024 | $130M | $82.9M | $47.1M | 5 | 0 |
| Mar 2024 | $124.4M | $77.3M | $47.1M | 5 | 0 |
| Sep 2023 | $129.8M | $71.8M | $58M | 5 | 0 |
| Apr 2023 | $126M | $48M | $78M | 5 | 0 |
| Sep 2022 | $126.8M | $48.5M | $78.4M | 5 | 0 |
| Mar 2022 | $126.8M | $48.5M | $78.4M | 5 | 0 |
DateApr 2025
Total AUM$180.3M
Discretionary$129.6M
Non-Disc.$50.7M
Employees5
Clients0
DateApr 2025
Total AUM$176.7M
Discretionary$129.6M
Non-Disc.$47.1M
Employees5
Clients0
DateDec 2024
Total AUM$130M
Discretionary$82.9M
Non-Disc.$47.1M
Employees5
Clients0
DateMar 2024
Total AUM$124.4M
Discretionary$77.3M
Non-Disc.$47.1M
Employees5
Clients0
DateSep 2023
Total AUM$129.8M
Discretionary$71.8M
Non-Disc.$58M
Employees5
Clients0
DateApr 2023
Total AUM$126M
Discretionary$48M
Non-Disc.$78M
Employees5
Clients0
DateSep 2022
Total AUM$126.8M
Discretionary$48.5M
Non-Disc.$78.4M
Employees5
Clients0
DateMar 2022
Total AUM$126.8M
Discretionary$48.5M
Non-Disc.$78.4M
Employees5
Clients0