Unclaimed Profile

Lindsey R Orth

PRASAD WEALTH PARTNERS, LLC·INDEPENDENCE, Ohio

PRASAD WEALTH PARTNERS, LLC

6050 OAK TREE BLVD., INDEPENDENCE, OH 44131CRD# 5949104Firm CRD# 332507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lindsey R Orth · INDEPENDENCE, OH

Registration

CRD #5949104 · PRASAD WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Lindsey R Orth is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with PRASAD WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRASAD WEALTH PARTNERS, LLC

PRASAD WEALTH PARTNERS

AUM

$475M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRASAD WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5949104

Firm CRD# 332507

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lindsey R Orth offer?

Lindsey R Orth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Lindsey R Orth's credentials?

Lindsey R Orth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsey R Orth located?

Lindsey R Orth is based in INDEPENDENCE, Ohio, working with PRASAD WEALTH PARTNERS, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Lindsey R Orth charge for services?

Lindsey R Orth's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRASAD WEALTH PARTNERS, LLC?

PRASAD WEALTH PARTNERS, LLC has approximately 10 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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