Prattes Wealth Partners

Asset Manager SEC-registered adviser

Legal name: Jason A Prattes Financial Inc

Newport Beach, CA Website

AUM

$243.6M

Regulatory AUM

Private funds

Hedge Fund 4 · Other 1

Private fund assets

$20.3M

Gross asset value

Employees

Last Form D raise

Dec 2024

Most recent fund filing

From SEC Form ADV filing (filed Apr 6, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

Chief Executive Officer

Vice President & Chief Compliance Officer

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

Fund	Type	Gross assets	Raised (Form D)	Investors	Last Form D	Recency
Opportunistic Private Allocation Fund, LLC - Series B	Hedge Fund	$10.1M	$3.1M	7	Dec 2024	Cool
Opportunistic Private Allocation Fund, LLC - Series C	Hedge Fund	$5.0M	$3.1M	7	Dec 2024	Cool
Opportunistic Private Allocation Fund, LLC - Series A	Hedge Fund	$2.8M	$2.5M	4	Dec 2024	Cool
Opportunistic Private Allocation Fund, LLC - Series D	Hedge Fund	$362K	$3.1M	7	Dec 2024	Cool
Sonics56 LLC	Other	$2.1M	—	—	—

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.