Prajana Ventures, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 330633
· Rock Hill, SC
· www.facebook.com
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $2.6M
- Discretionary
- $2.6M
- Clients
- 190
- Avg AUM / client
- $13.8K
- Accounts
- 185
- Employees
- 3
AUM over time
$2.6M
$2.6M
Jul 17, 2026
Jul 29, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $2.6M | 100.0% |
| High net worth individuals | 16 | — | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Eric Ackerman | Registered representative | CFP | Aug 2024 (2y) | |
| Jason Leigh Ackerman | Registered representative | CFP | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗