Overview
Assets Under Management: $113 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 21
Average Client Assets: $5 million
Frequently Asked Questions
PROSPER PRIVATE WEALTH, 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 #333708), PROSPER PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
PROSPER PRIVATE WEALTH, LLC is headquartered in MESA, AZ.
PROSPER PRIVATE WEALTH, LLC serves 21 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, PROSPER PRIVATE WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PROSPER PRIVATE WEALTH, LLC manages $113 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, PROSPER PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.95
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 167
Discretionary Accounts: 167
Regulatory Filings
CRD Number: 333708
Last Filing Date: 2025-03-04 00:00:00
Website: https://prosperpw.com