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| Presper Financial Architects LLC
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|---|---|
| CRD # | 297538 |
| SEC # | 801-113773 |
| CIK # | 0002066674 |
| AUM | 362.6 M (2026-02-23) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 330-253-6000 |
| Address | 441 Wolf Ledges Parkway Akron, OH 44311-1077 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| International Business Machines Corp | 1.3 | ||
| Microsoft Corp | 0.9 | ||
| Huntington Bancshares Inc/MD | 0.8 | ||
| Procter & Gamble Co | 0.6 | ||
| AT&T Inc | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 140.8 |
| (b) Individuals (high net worth individuals) | 111 | 215.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,737 | 362.6 |
| By Discretionary | ||
| Discretionary | 1,737 | 362.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,737 | 362.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.6 | |
| Total | 1,737 | 362.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066674] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Institutional, Retail, Research |
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