Prasanna Srinivasan
Opti Bloom Advisors · Alpharetta, Georgia
Prasanna Srinivasan is a fee-only financial advisor at Opti Bloom Advisors in Alpharetta, Georgia. Opti Bloom Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Opti Bloom Advisors |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Assets under management | $18M across 80 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 7029710 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | optibloomadvisors.com |
How Prasanna's firm compares
- Opti Bloom Advisors's average account is about $225,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Prasanna
Is Prasanna Srinivasan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Prasanna holds no broker registration, and Opti Bloom Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Prasanna charge for financial advice?
Prasanna's firm, Opti Bloom Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Prasanna charge?
According to Opti Bloom Advisors's website, checked October 30, 2026: no asset minimum.
Where is Prasanna Srinivasan based?
Prasanna Srinivasan is based in Alpharetta, Georgia.
Is Prasanna Srinivasan registered with the SEC?
Yes. Prasanna Srinivasan is registered as an investment adviser representative in GA and TX (CRD 7029710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opti Bloom Advisors manage?
Opti Bloom Advisors reports $18M across 80 accounts in assets under management.
How do I contact Prasanna Srinivasan?
Through Prasanna's website, optibloomadvisors.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
- Opti Bloom Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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