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Private Wealth Daily
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The Lean 100 · 2026 edition
No.64
Prattes Wealth Partners logo

Prattes Wealth Partners

Newport Beach, CA · Firm website

96%AUM growth, 2024 to 2026
$244MAUM in the 2026 filing
22%client growth
5people at the firm

AUM by filing

$130M2023
$124M2024
$180M2025
$244M2026

Clients by filing

762023
862024
1092025
1052026

Key people

  • Jason Prattes
    Jason PrattesPresidentOwner · 8 years at the firm
    in
  • Larry Yu
    Larry YuVice PresidentOwner · 7 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth96%104%
  • Client growth22%43%
  • People57
  • AUM per person$48.7M$49.7M

Rank by measure

  • Official rankNo. 6496%
  • Client growthNo. 8222%
  • AUM added per personNo. 59$23.8M
  • AUM per personNo. 52$48.7M
← No. 63 Milestone Asset Management GroupNo. 65 Kingsman Wealth Management →
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Prattes Wealth Partners: No. 64 on The Lean 100 (2026) — Private Wealth Daily