PRELUDE FINANCIAL

PRELUDE FINANCIAL of WADSWORTH, OH is an SEC-registered investment adviser (CRD 282158). Regulatory assets under management: $33.5M.

Registration

• CRD: 282158
• Type: Registered investment adviser
• Location: 137 COLLEGE ST, WADSWORTH, OH, 44281
• Phone: 330-331-5197
• Latest filing: 2026-02-28
• Regulatory AUM: $33.5M
• Non-discretionary AUM: $33.5M
• Clients: 1
• Accounts: 108

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282158 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search