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PRELUDE FINANCIAL
PRELUDE FINANCIAL, LLC
CRD 282158
137 COLLEGE ST, WADSWORTH, OH, 44281, United States
Phone
330-331-5197
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FEES
Org form
Limited Liability Company
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $8.3M |
| High net worth individuals | 15 | $25.3M |
All web addresses on file
Official SEC filing: View on IAPD