Kathleen Mueller
Prasad Wealth Partners · Independence, Ohio
Kathleen Mueller is a fee-only financial advisor at Prasad Wealth Partners in Independence, Ohio. Prasad Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prasad Wealth Partners |
|---|---|
| Based in | Independence, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $572.1M across 2,015 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6711238 |
| Exams passed | Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.prasadwealth.com |
How Kathleen's firm compares
- Prasad Wealth Partners's average account is about $284,000, from its Form ADV (assets managed divided by 2,015 accounts).
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Questions about Kathleen
Is Kathleen Mueller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Prasad Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Prasad Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Mueller based?
Kathleen Mueller is based in Independence, Ohio.
Is Kathleen Mueller registered with the SEC?
Yes. Kathleen Mueller is registered as an investment adviser representative in OH (CRD 6711238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prasad Wealth Partners manage?
Prasad Wealth Partners reports $572.1M across 2,015 accounts in assets under management.
How do I contact Kathleen Mueller?
Through Kathleen's website, www.prasadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.
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