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| Happy Holidays!! thanks for using AUM13F!! |
| Presper Financial Architects LLC
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| CRD # | 297538 |
| SEC # | 801-113773 |
| CIK # | 0002066674 |
| AUM | $316.9 M (2025-02-25) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 330-253-6000 |
| Address | 441 Wolf Ledges Parkway Akron, OH 44311-1077 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066674 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| International Business Machines Corp | 1.5 | ||
| Microsoft Corp | 1.1 | ||
| Huntington Bancshares Inc/MD | 0.8 | ||
| BlackRock Corporate High Yield Fund Inc | 0.8 | ||
| PIMCO Corporate & Income Opportunity Fund | 0.8 | ||
| Guggenheim Strategic Opportunities Fund | 0.8 | ||
| AT&T Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Procter & Gamble Co | 0.6 | ||
| PIMCO High Income Fund | 0.5 | ||
| Exxon Mobil Corp | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 495 | 233.6 |
| (b) Individuals (high net worth individuals) | 39 | 77.1 |
| (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 | 6.3 |
| (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 | 1,657 | 316.9 |
| By Discretionary | ||
| Discretionary | 1,657 | 316.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,657 | 316.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.9 | |
| Total | 1,657 | 316.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066674] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
William Howard & Co Financial Advisors Inc
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|
TN | 0.3 |
|
Raleigh Capital Management Inc
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NC | 0.3 |
|
Atala Financial Inc
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CA | 0.3 |
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Boyum Wealth Architects LLC
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MN | 0.3 |
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Vigilare Wealth Management LLC
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AZ | 0.3 |
|
Abbey Street LLC
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|
MN | 0.3 |
|
HFP Wealth Management LLC
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|
TX | 0.3 |
|
Rebel Financial LLC
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|
OH | 0.3 |
|
Cayside Partners LLC
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|
FL | 0.3 |
|
MFP Financial Services LLC
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|
FL | 0.3 |