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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime frontierCrest ridge +more
- Established Date
- 08-09-2017
- Office Locations
- 1
Office Locations
About Prana Wealth Management LLC
Prana Wealth Management is an independent, fee-only financial planning and investment management practice based in Atlanta. Led by founder Patrick King, CFP®, the firm focuses on helping people over 50 pursue early, confident retirement with an emphasis on lowering lifetime taxes and aligning portfolios to client goals. Prana offers a one-time “Confident Retirement Blueprint” plan and publishes thought leadership featured by outlets such as Forbes, CNN Business, and U.S. News.
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Owner & Executives
PATRICK BRIAN KING
Broker, Chief Compliance Officer, Managing Member
- CRD
- #5706827
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,286,330 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,286,330 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,286,330
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,982,748,758 | 27.5% |
| Cash | $1,305,009,183 | 18.1% |
| Equity - Exchange | $3,922,237,543 | 54.4% |
| Total | $7,209,995,484 | 100.0% |