Prasad Wealth Partners, Llc
- Regulatory AUM
- $572M
- Discretionary
- $572M
- Clients
- 729
- Avg AUM / client
- $785K
- Accounts
- 2,015
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 597 | $177M | 31.0% |
| High net worth individuals | 127 | $392M | 68.5% |
| Pension and profit sharing plans | 1 | $240K | 0.04% |
| Charitable organizations | 1 | $2.1M | 0.36% |
| Corporations and other businesses | 3 | $774K | 0.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cleveland Clinic Savings And Investment Plan The Cleveland Clinic Foundation | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Higgins, Roseann | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Anthony Grey Kulka | Chief Investment Officer | Sep 2024 (2y) | Less than 5% | |
| Brian Allen Kerber | Managing Director | Sep 2024 (2y) | 50% – 75% | |
| Lindsey R Orth | Managing Director | Sep 2024 (2y) | 50% – 75% | |
| Matthew Scott Schiller | Registered representative | Sep 2024 (2y) | ||
| Ranjan Jagetia | Registered representative | Sep 2024 (2y) | ||
| Roger Edward Godin | Registered representative | Sep 2024 (2y) | ||
| Tiffany L Boval | Registered representative | Sep 2024 (2y) | ||
| Kathleen Maura Mueller | Registered representative | Sep 2024 (2y) | ||
| Michael Brian Doherty | Registered representative | CFA | Jul 2025 (1y) | |
| Carole Leah Rominger | Registered representative | Aug 2025 (1y) | ||
| Clint Christopher Clifford | Registered representative | 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cleveland Clinic Savings And Investment Plan | The Cleveland Clinic Foundation | 68,206 | $9.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $546M (95% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗