PRASAD WEALTH PARTNERS

Legal name: PRASAD WEALTH PARTNERS, LLC

CRD 332507File 801-130984

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$572.1M

Above cohort median (national)

Discretionary AUM

$572.1M

Clients

729

2,015 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Aug 29, 2024
Principal office: 6050 OAK TREE BLVD., SUITE 100, INDEPENDENCE, OH, 44131
Phone: 216-313-9999
Website: https://www.linkedin.com/company/prasadwealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $572.1M
Discretionary AUM: $572.1M
Non-discretionary AUM: $0
Discretionary accounts: 2,015
Non-discretionary accounts: 0
Total accounts: 2,015
AUM per client: $785K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$774K
Charitable organizations	1	$2.1M
High net worth individuals	127	$391.8M
Pension and profit sharing plans	1	$240K
Individuals (other than high net worth individuals)	597	$177.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.