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Prattes Wealth Partners

Headquartered in NEWPORT BEACH, CA

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Firm Information

Prattes Wealth Partners is an investment advisor based in Newport Beach, California. The firm manages $129,952,530 in assets, primarily for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles. They have 1 licensed agent, 1 investment advisor representative, and 3 investment advisory functions.

Prattes Wealth Partners

620 NEWPORT CENTER DRIVE, SUITE 1100

NEWPORT BEACH, CA 92660

$129.95M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

PRATTES WEALTH PARTNERS has a total of 1 branch locations across the country.
location

NEWPORT BEACH, CA

Advisors at Prattes Wealth Partners

View All 1 Advisors
Unclaimed
Jason Andrew Prattes

RA

NEWPORT BEACH, CA

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Disclosures

There are no public disclosures for Prattes Wealth Partners.

Frequently Asked Questions (7)

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