Home
›
Firms
›
PRASAD WEALTH PARTNERS, LLC
PRASAD WEALTH PARTNERS, LLC
PRASAD WEALTH PARTNERS
INDEPENDENCE, Ohio
·
3 registered advisors
·
CRD# 332507
SEC# 801-130984
1
216-313-9999
01
Firm Overview
AUM
$475M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PRASAD WEALTH PARTNERS, LLC
3 registered advisors
Anthony Grey Kulka
INDEPENDENCE, Ohio
CRD# 6350398
Brian Allen Kerber
INDEPENDENCE, Ohio
CRD# 4342797
Lindsey R Orth
INDEPENDENCE, Ohio
CRD# 5949104
05
Office Locations
INDEPENDENCE, Ohio
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. PRASAD WEALTH PARTNERS, LLC (CRD# 332507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.