Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

PRASAD WEALTH PARTNERS, LLC

dba PRASAD WEALTH PARTNERS · CRD 332507 · Registered Investment Adviser

PRASAD WEALTH PARTNERS, LLC is a Registered Investment Adviser headquartered in INDEPENDENCE, OH. The firm reports $572,075,956 in regulatory assets under management across 2,015 accounts. It reports 0 Form ADV Item 11 disciplinary disclosure(s) ().

Regulatory assets under management

Discretionary$572,075,956
Non-discretionary$0
Total RAUM$572,075,956
Accounts2,015

Disciplinary history (Form ADV Item 11)

This adviser answered "yes" to 0 Item 11 disclosure question(s):

CategoryReported
Criminal (11A / 11B)—
Regulatory (11C–11F)—
Civil / Other (11G / 11H)—

Item 11 captures firm-level Y/N disclosures only. For the narrative Disciplinary Reporting Pages, see the full Form ADV PDF on SEC IAPD.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 332507. adviserinfo.sec.gov/firm/summary/332507.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.