PRASAD WEALTH PARTNERS, LLC
Legal name: PRASAD WEALTH PARTNERS
CRD #332507 SEC #801-130984 INDEPENDENCE, OH 216-313-9999
SEC Registered Disclosures
Total AUM
$486M
Discretionary
$486M
Employees
10
Clients
51
Accounts
1,869
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $486M | $486M | $0 | 10 | 0 |
| Jul 2025 | $486M | $486M | $0 | 10 | 0 |
| Mar 2025 | $486M | $486M | $0 | 10 | 0 |
| Mar 2025 | $486M | $486M | $0 | 10 | 0 |
| Feb 2025 | $474.9M | $474.9M | $0 | 10 | 0 |
| Nov 2024 | $474.9M | $474.9M | $0 | 10 | 0 |
| Sep 2024 | $0 | $0 | $0 | 10 | 0 |
| Sep 2024 | $0 | $0 | $0 | 10 | 0 |
| Aug 2024 | $0 | $0 | $0 | 10 | 0 |
| Aug 2024 | $0 | $0 | $0 | 10 | 0 |
| Jul 2024 | $0 | $0 | $0 | 10 | 0 |
DateAug 2025
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees10
Clients0
DateJul 2025
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$474.9M
Discretionary$474.9M
Non-Disc.$0
Employees10
Clients0
DateNov 2024
Total AUM$474.9M
Discretionary$474.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0