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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HIGGINS, ROSEANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KULKA, ANTHONY, GREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| WOODARD, KEVIN, SEAN | I | MEMBER AND MANAGER | E | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Kerber, Brian, Allen | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
| Orth, Lindsey, R | I | MANAGING DIRECTOR | D | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (8)
CA CO FL NC NY OH PA TX
Address
6050 OAK TREE BLVD.SUITE 100
INDEPENDENCE, OH 44131
United States
Phone: 216-313-9999