This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2024
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Between August 27, 2025 and July 7, 2026, reported AUM increased 17.7%, from $486.0M to $572.1M.
Across 3 reported observations, AUM increased 20.5% between November 20, 2024 and July 7, 2026, from $474.9M to $572.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 730 clients, or 146 clients per representative. That equates to $783.7K in reported AUM per client.
The profile lists 3 reported office locations and 2 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Prasad Wealth Partners's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Prasad Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 4 owners & executives
Unlock allContacts
TIFFANY L BOVAL
Wealth Advisor
- CRD
- #6548129
CLINT CHRISTOPHER CLIFFORD
--
- CRD
- #5229147
Showing 2 of 12 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Prasad Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Prasad Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.