Prasad Wealth Partners

Prasad Wealth Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Independence, Ohio. On its latest Form ADV, filed July 7, 2026, it reports $572M in regulatory assets under management, 724 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	332507 · SEC file 801-130984
Office	6050 Oak Tree Blvd. Suite 100 Independence, OH 44131
Phone	(216) 313-9999
Website	www.prasadwealth.com
Regulatory assets under management	$572M
Individual clients	597 non-high-net-worth, 127 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	11
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	July 7, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Independence

• Kedzior Wealth Management LLC $85M
• Spinnaker Financial Group, LLC $59M
• Appaloosa Wealth Management LLC $89M
• Peck & Associates, LLC $8.7M
• Riverview Research, LLC $991M

See all 6 fee-only advisers in Independence →

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