PRASAD WEALTH PARTNERS, LLC of INDEPENDENCE, OH is an SEC-registered investment adviser (CRD 332507). Regulatory assets under management: $572.1M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Roseann Higgins | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Brian Allen Kerber | MANAGING DIRECTOR | — |
| Lindsey R Orth | MANAGING DIRECTOR | — |
| Anthony Grey Kulka | CHIEF INVESTMENT OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER AND MANAGER | — |
| HIGGINS ROSEANN | CHIEF COMPLIANCE OFFICER | — |
| Kerber Brian Allen | MANAGING DIRECTOR | — |
| Orth Lindsey R | MANAGING DIRECTOR | — |
| KULKA ANTHONY GREY | CHIEF INVESTMENT OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |