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They include 597 individual clients, 127 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Prasad Wealth Partners offer?","answer":"Prasad Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Prasad Wealth Partners charge?","answer":"Prasad Wealth Partners charges 1.25%–2.25% a year for its Investment Management Services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"PRASAD WEALTH PARTNERS ADV PART 2A 03-04-2026, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Prasad Wealth Partners use?","answer":"Prasad Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $546M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Prasad Wealth Partners have?","answer":"Prasad Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Prasad Wealth Partners invest in?","answer":"At the end of its last fiscal year, Prasad Wealth Partners’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 9% investment grade corporate bonds, 4% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Prasad Wealth Partners?","answer":"Prasad Wealth Partners’ direct owners are Brian Kerber (50% to 75%) and Lindsey Orth (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 7 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Prasad Wealth Partners get paid?","answer":"Prasad Wealth Partners is paid through a percentage of assets under management and fixed fees. 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