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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PeakElement
- Established Date
- 07-01-2024
- Office Locations
- 2
Office Locations
About Prasad Wealth Partners
Prasad Wealth Partners is an independent wealth management firm providing personalized financial planning and investment management, including retirement, estate and tax planning, insurance, charitable giving and business succession support. The team serves retail and institutional relationships, with a focus that includes entrepreneurs and portfolios built with ETFs, mutual funds, index strategies and fixed income. Custody includes Schwab and Fidelity, with an emphasis on transparent fee and conflict disclosures.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brian Allen Kerber
MANAGING DIRECTOR
- CRD
- #4342797
- Ownership
- 50% but less than 75%
Lindsey R Orth
MANAGING DIRECTOR, Managing Partner, President
- CRD
- #5949104
- Ownership
- 50% but less than 75%
Vital bridge
Wave matrix wave
- CRD
- #30984
- Ownership
- 23.5%
Showing 2 of 4 owners & executives
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TIFFANY L BOVAL
--
- CRD
- #6548129
Michael Brian Doherty
--
- CRD
- #7586794
Oak optima
Element horizon vital
- CRD
- #51590
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $572,075,956 | $283,909 |
| Non-Discretionary | $0 | -- |
| Total | $572,075,956 | $283,909 |
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Separately Managed Accounts
Total SMA Asset: $572,075,956
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $98,724,486 | 13.4% |
| Equity - Exchange | $176,819,974 | 24.0% |
| Corporate - Investment Grade | $153,243,978 | 20.8% |
| Municipal Bonds | $226,918,967 | 30.8% |
| Cash | $81,042,487 | 11.0% |
| Total | $736,749,892 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM OAK PRIME | WAVE INSIGHT | W0DS5EJ3M | WIV | 6.02% | $52,814,910 |
| PEAK DELTA PEAK | RADIAL VERTEX | 9TOFPWZPK | JHYYT | 10.50% | $21,275,218 |
| UNISON VECTOR EAGLE | CREST INSIGHT | 9HJ9JRQKX | SBMLK | 2.19% | $73,447,944 |
| INSIGHT TIMBER EMBER | PEAK VALUE | R57TNY4GI | ITK | 6.42% | $13,504,489 |
| UNISON MATRIX | CATALYST FOUNDATION | 8ZZA9MEXG | MOE | 2.98% | $112,457,139 |
| QUANTUM ZENITH MATRIX | EMBER SIGNAL | LXF6RSLPP | DQI | 5.29% | $40,418,962 |
| ALPHA VECTOR | INSIGHT ELEMENT | MNCKJKVO2 | EFY | 10.08% | $118,276,556 |
| ELEMENT MOMENTUM | FUSION FOUNDATION | VS801OIRW | OCJWH | 2.06% | $5,721,356 |