Prattes Wealth Partners

$243.6MAssets under management
as of Apr 2026 · SEC Form ADV
Newport Beach, CA
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Tech stack

No one at Prattes Wealth Partners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $46M held · filed Dec 2024
Interactive Brokers
Per Form ADV · $28M held · filed Dec 2024