Prana Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,286,330
Clients
28
39% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$974,512
About
Prana Wealth Management is a state-registered investment adviser that works with individuals, high-net-worth clients, charitable organizations, businesses, and trusts. The firm provides comprehensive financial planning (offered on retainer or hourly) and discretionary investment management, including fiduciary advice for retirement accounts.
Investment decisions are grounded in Modern Portfolio Theory and typically implemented with diversified, low-cost index mutual funds and ETFs, with rebalancing guided by tax and transaction considerations. The firm also incorporates fundamental, technical, and cyclical analysis as complementary research tools and tailors asset allocation to each client’s goals, risk tolerance, time horizon, and tax situation.
Noteworthy distinctions include an in-house educational/media operation that produces the “How To Retire” YouTube channel and related content, and the brochure discloses the firm may offer seminars or workshops and accept sponsorships for that media (with the potential conflicts disclosed). The firm also states it provides comprehensive financial planning at no additional charge for client relationships above $1.5 million and maintains a relatively small client roster, which the brochure indicates supports ongoing, personalized planning contact.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Below $1,000,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $7,499,999: 0.80% $7,500,000 - $9,999,999: 0.70% $10,000,000+: 0.60%
$300 to $1,000 per hour for financial planning services
Fee-only: Comprehensive Financial Planning: starting at $8,000 with 50% upfront retainer; hourly financial planning fee $300 - $1,000 per hour
Main office location
Prana Wealth Management LLC
Atlanta GA, United States
Number of offices
1
Most active in
Prana Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(404) 500-7296
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