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PRATTES WEALTH PARTNERS

NEWPORT BEACH, CA · CRD 298746 · IAPD ↗ · sprivecap.com · 949-271-6333

$243.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
5Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
May 2026 — PRATTES WEALTH PARTNERS reported RAUM up 35% ($180.3M -> $243.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — PRATTES WEALTH PARTNERS reported RAUM up 39% ($130.0M -> $180.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.