Patrick B. King
PRANA WEALTH MANAGEMENT LLC
Atlanta, GA
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CRD#: 5706827
Professional summary
Patrick Brian King, CFP® is a registered financial advisor currently at PRANA WEALTH MANAGEMENT LLC located in Atlanta, Georgia.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing Management
LGBT Couples and Families
Retirement Plan Investment Advice
Tax Planning
Biography
Prana Wealth is a fee-only, boutique wealth management firm based in Buckhead that serves clients virtually across the country. Over the years, we’ve helped CEOs, athletes, musicians and many others build a more confident financial future. We specialize in helping professionals and executives age 40+ retire early.
Want to retire earlier? START HERE
At Prana Wealth, we help our clients:
Save time by working virtually,
Retire sooner,
Get organized,
Maximize their compensation plans,
Grow their investments,
Lower their taxes,
Figure out what to do with old 401(k) plans,
Lower their stress over money.
For additional information about our services and fees, visit us at www.pranawealth.com.
ABOUT PATRICK
Patrick King is the Founder of Prana Wealth, a fee-only, virtual wealth management firm that specializes in helping professionals and executives age 40+ retire early. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists and many others from all walks of life.
Patrick lives in Atlanta and enjoys travel, mountain biking, photography, golf and college football.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Tax Planning
Insurance Planning
Estate Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Brian King's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
August 9, 2017 - Present
PRANA WEALTH MANAGEMENT LLC
RIA
CRD#: 289322
Atlanta, GA
Past
January 13, 2012 - July 17, 2017
BIP WEALTH, LLC
RIA
CRD#: 143208
ATLANTA, GA
Past
February 9, 2010 - January 5, 2012
CI BRIGHTWORTH PRIVATE WEALTH
RIA
CRD#: 109569
NORCROSS, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(8/9/2017)
IAR
Texas(8/29/2022)
Current Firm
PRANA WEALTH MANAGEMENT LLC
PRANA WEALTH MANAGEMENT LLC | TRANSFORMATIVE FINANCIAL PLANNING LLC | TRANSFORMATIVE FINANCIAL PLANNING
CRD#: 289322 / SEC#:
Georgia
Registered Investment Advisory firm - (8/9/2017 Approved)Texas
Registered Investment Advisory firm - (8/24/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Atlanta, GA
Mailing Address
Phone number
(404) 500-7296
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 27,286,330 |
Red Flags
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