Overview
Assets Under Management: $363 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 111
Average Client Assets: $2 million
Frequently Asked Questions
PRESPER FINANCIAL ARCHITECTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297538), PRESPER FINANCIAL ARCHITECTS, LLC is subject to fiduciary duty under federal law.
PRESPER FINANCIAL ARCHITECTS, LLC is headquartered in AKRON, OH.
PRESPER FINANCIAL ARCHITECTS, LLC serves 111 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, PRESPER FINANCIAL ARCHITECTS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
PRESPER FINANCIAL ARCHITECTS, LLC manages $363 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, PRESPER FINANCIAL ARCHITECTS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,737
Discretionary Accounts: 1,737
Regulatory Filings
CRD Number: 297538
Filing ID: 2057188
Last Filing Date: 2026-02-23 12:03:50