PRATTES WEALTH PARTNERS

Overview

Prattes Wealth Partners is an independent, individual-owned registered investment adviser that operates as a capital allocator for both private clients and institutional accounts. The firm’s advisory footprint emphasizes portfolio management and financial planning across individuals, small businesses and pooled investment vehicles. They act as sponsor/GP and managing member of pooled vehicles, and provide selection-of-adviser services, which signals they combine discretionary portfolio management with active manager selection and private-fund sponsorship. Investment emphasis is on equities delivered through separately managed accounts (SMAs), exchange-traded instruments and mutual funds, with supplemental exposure to hedge funds. The firm charges a mix of percentage-of-AUM, hourly and performance-based fees, and offers both discretionary and non‑discretionary mandates. Prattes Wealth Partners does not position itself as an ESG investor, and it files as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices