JASON A PRATTES FINANCIAL INC
Doing business as PRATTES WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$243,553,033
Discretionary
$183,417,033
Non-discretionary
$60,136,000
Firm details
- CRD number
- 298746
- SEC file number
- 801-124726
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://sprivecap.com/
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of November 2026.