# Jason Prattes

> Jason Prattes is a fee-only financial advisor at Prattes Wealth Partners in Newport Beach, California. Prattes Wealth Partners reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-prattes/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Prattes Wealth Partners
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $243.6M across 105 accounts
- **CRD:** 4337307 (https://adviserinfo.sec.gov/individual/summary/4337307)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (2005), Series 65 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://sprivecap.com/

## Frequently asked questions

### Is Jason Prattes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Prattes Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Prattes Wealth Partners, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Jason Prattes based?

Jason Prattes is based in Newport Beach, California.

### Is Jason Prattes registered with the SEC?

Yes. Jason Prattes is registered as an investment adviser representative in CA, LA and TX (CRD 4337307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prattes Wealth Partners manage?

Prattes Wealth Partners reports $243.6M across 105 accounts in assets under management.

### How do I contact Jason Prattes?

Through Jason's website, sprivecap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4337307): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.