|
⚲
|
| Prosper Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 333708 |
| SEC # | 801-132061 |
| CIK # | |
| AUM | $112.7 M (2025-03-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 888-404-3042 |
| Address | 4140 E Baseline Road Mesa, AZ 85206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 11.3 |
| (b) Individuals (high net worth individuals) | 21 | 101.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 112.7 |
| By Discretionary | ||
| Discretionary | 167 | 112.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 167 | 112.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.7 | |
| Total | 167 | 112.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cantlon Financial Planning LLC
✚
|
0.1 | |
|
Unified Wealth Management LLC
✚
|
FL | 0.1 |
|
Investment Office Resources LLC
✚
|
MO | 0.1 |
|
E-Wealth Partners LLC
✚
|
MN | 0.1 |
|
Kissling Financial Services LLC
✚
|
PA | 0.1 |
|
Core Alpha Inc
✚
|
NY | 0.1 |
|
A J Feldman Financial LLC
✚
|
0.1 | |
|
Montchanin Asset Management LLC
✚
|
DE | 0.1 |
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Altman Investment Management LLC
✚
|
NJ | 0.1 |