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Lindsey R Orth

PRASAD WEALTH PARTNERS, LLC·INDEPENDENCE, Ohio
Unclaimed Profile
6050 OAK TREE BLVD., INDEPENDENCE, OH 44131CRD# 5949104Firm CRD# 332507
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRASAD WEALTH PARTNERS, LLC
PRASAD WEALTH PARTNERS
AUM
$475M
Regulatory assets under management
Employees
10
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5949104
Firm CRD# 332507
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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