Prattes Wealth Partners

Prattes Wealth Partners provides investment management and financial planning to individuals (including high-net-worth clients), family offices, institutions, and pooled investment vehicles, managing roughly $243.6 million in client assets across discretionary and non-discretionary accounts. Services include ongoing portfolio management, written financial plans or verbal consultations, and implementation of asset allocations across equities, fixed income, ETFs and alternative strategies.

The firm’s investment process blends fundamental and technical analysis and uses active allocation and frequent trading when opportunities arise, while also offering discretionary and non‑discretionary management depending on client preference. Prattes may employ derivatives (options), futures, margin transactions and other strategies, and may recommend or place client capital into private investment vehicles when appropriate.

What distinguishes the firm from many peers is its role as an adviser and sponsor to private funds — specifically Sonics 56 and Opportunistic Private Allocation Fund, LLC — and its acceptance of pooled-vehicle clients, with private‑fund fees that can include performance-based compensation. The firm discloses performance fees in the 10–25% range (potentially subject to a high‑water mark or hurdle), notes side‑by‑side management considerations with other funds, may use borrowing in separately managed accounts, and requires applicable investor qualifications while using independent surprise examinations for custody oversight.