LP Profile

Prattes Wealth Partners

Also known as prattes wealth

Wealth ManagerNewport Beach, United StatesFounded 2018
Newport Beach
Headquarters
Investment Focus

About Prattes Wealth Partners

Our firm is based in the picturesque and bucolic city of Newport Beach, Calif. Newport Beach is the richest of the 34 cities comprising Orange County.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Prattes Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$243.6M
Total Clients
105
Filing Date
April 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Prattes Wealth Partners?

Prattes Wealth Partners is a wealth manager based in Newport Beach, United States.

Where is Prattes Wealth Partners headquartered?

Prattes Wealth Partners is headquartered in Newport Beach, United States.

When was Prattes Wealth Partners founded?

Prattes Wealth Partners was founded in 2018.

How can I contact Prattes Wealth Partners?

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