Jason Prattes
Prattes Wealth Partners · Newport Beach, California
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.
Request an introduction to Jason →
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 | $243.6M across 105 accounts |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 4337307 |
| Exams passed | Series 63 (2005) · Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sprivecap.com |
| Profile |
How Jason's firm compares
- Prattes Wealth Partners's average account is about $2.3 million, from its Form ADV (assets managed divided by 105 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.