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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prasad Wealth Partners LLC
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|---|---|
| CRD # | 332507 |
| SEC # | 801-130984 |
| CIK # | 0002048885 |
| AUM | $486.0 M (2025-07-23) |
| Employees | 10 (50% Investors, 90% Brokers) |
| Phone | 216-313-9999 |
| Address | 6050 Oak Tree Blvd Independence, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 7.3 | ||
| Alphabet Inc | 5.2 | ||
| Nvidia Corp | 4.9 | ||
| Shopify Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 140.5 |
| (b) Individuals (high net worth individuals) | 118 | 342.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 1 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,869 | 486.0 |
| By Discretionary | ||
| Discretionary | 1,869 | 486.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,869 | 486.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.0 | |
| Total | 1,869 | 486.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002048885] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dedora Capital Inc
✚
|
CA | 0.5 |
|
Milestone Financial Planning LLC
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|
NH | 0.5 |
|
Litvak Wealth LLC
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CT | 0.5 |
|
Vela Investment Management LLC
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OH | 0.5 |
|
Affiliated Private Investors LLC
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|
FL | 0.5 |
|
Seeds Investor LLC
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NY | 0.5 |
|
Potentia RIA LLC
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|
CA | 0.5 |
|
Accredited Investor Services LLC
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|
MN | 0.5 |
|
Curtis Advisory Group LLC
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|
CA | 0.5 |
|
Howard Bailey Securities LLC
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|
IN | 0.5 |