Prasad Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

332507

SEC number

801-130984

Firm type

RIA

Assets under management

$572.1M as of May 1, 2026

Website

www.linkedin.com/company/prasadwealth ↗

Phone

216-313-9999

Address

6050 Oak Tree Blvd., Independence, OH, 44131

Advisors at this firm

10 in our index · page 1 of 1

• Tiffany L BovalCRD 6548129 · Independence, OH
  IA RegisteredRegistration inactive
• Michael Brian DohertyCRD 7586794 · Independence, OH
  IA RegisteredRegistration inactive
• Roger Edward GodinCRD 5140556 · Independence, OH
  IA RegisteredBroker
• Ranjan JagetiaCRD 2352338 · Independence, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony Grey KulkaCRD 6350398 · Independence, OH
  IA RegisteredRegistration inactive
• Brian Allen KerberCRD 4342797 · Independence, OH
  IA RegisteredRegistration inactive
• Kathleen Maura MuellerCRD 6711238 · Independence, OH
  IA RegisteredRegistration inactive
• Lindsey R OrthCRD 5949104 · Independence, OH
  IA RegisteredBroker
• Carole Leah RomingerCRD 2858356 · Durango, CO
  IA RegisteredRegistration inactive
• Matthew Scott SchillerCRD 5973737 · Independence, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.