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PRANA WEALTH MANAGEMENT LLC

Advisory

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$341K

across 80 accounts

AUM per adviser

$27M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$27M

Discretionary %

100%

Clients

28

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

WYNDEN CAPITAL MANAGEMENT, LLC

ATLANTA, GA

$27M

-3.0% 1Y

BLOOMWOOD CAPITAL ADVISORS, LLC

$28M

DRAPER FRANK CO

ATLANTA, GA

$28M

0.0% 1Y

CLARK BROWN, LLC

ATHENS, GA

$28M

ACCESS PLANNING PARTNERS, LLC

$27M

FORDHAM FINANCIAL SERVICES, INC.

HOSCHTON, GA

$27M

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