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- Custodian
- Charles Schwab & Company · City National Bank · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Atlas legacy
- Established Date
- 10-31-2018
- Office Locations
- 1
Office Locations
About Prattes Wealth Partners
Prattes Wealth Partners is an SEC-registered RIA in Newport Beach serving athletes, entrepreneurs, and executives. The firm builds long-term wealth strategies with an emphasis on risk management, bespoke hedging, and structured products designed for downside protection, alongside selective private opportunities sourced via hedge fund, family office, and independent sponsor networks. CIO Andy Preikschat previously worked in Bill Gates’ family office.
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Owner & Executives
JASON ANDREW PRATTES
Chief Executive Officer, President
- CRD
- #4337307
- Ownership
- 75% or more
LARRY YU
Chief Compliance Officer, SENIOR VICE PRESIDENT, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,417,033 | $1,910,594 |
| Non-Discretionary | $60,136,000 | $6,681,778 |
| Total | $243,553,033 | $2,319,553 |
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Separately Managed Accounts
Total SMA Asset: $218,530,207
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,467,224,097 | 25.9% |
| Public Funds | $1,025,357,380 | 18.1% |
| Corporate - Investment Grade | $566,495,790 | 10.0% |
| Cash | $1,331,265,107 | 23.5% |
| Private Funds | $1,274,615,528 | 22.5% |
| Total | $5,664,957,902 | 100.0% |