PRATTES WEALTH PARTNERS

620 Newport Center Drive, Suite 1100
Newport Beach, California 92660
Tel: 949-271-6333

About PRATTES WEALTH PARTNERS

PRATTES WEALTH PARTNERS, formally registered with the SEC as PRATTES WEALTH PARTNERS. The firm was established in 04/22/2022. They have over 1 offices throughout the country.

PRATTES WEALTH PARTNERS is a Newport Beach, California based Financial Planning firm with nearly $129,952,530 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298746
SEC#	801-124726
Assets Managed by Firm	$129,952,530
No. of Clients	88
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	88	$129,952,530
Individuals (other than high net worth individuals)	21	$2,160,455
High net worth individuals	55	$71,360,888
Pension and profit sharing plans	8	$47,097,320

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