PlanOptica

Filings through .

Prasad Wealth Partners

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #12855 of mapped providers
Assets under administration$10.5B0.0%Rank #1251 by share of filed assets
Fees received$158,968Median $79,484/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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