|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Prospera Capital Management LLC
✚
|
|
|---|---|
| CRD # | 330390 |
| SEC # | 801-130551 |
| CIK # | |
| AUM | $337.3 M (2025-07-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-648-9369 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.4 |
| (b) Individuals (high net worth individuals) | 43 | 335.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 214 | 337.3 |
| By Discretionary | ||
| Discretionary | 204 | 299.8 |
| Non-Discretionary | 10 | 37.6 |
| Total | 214 | 337.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.3 | |
| Total | 214 | 337.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Auour Investments LLC
✚
|
MA | 0.3 |
|
Lifeway Financial Corporation
✚
|
TX | 0.3 |
|
Sentinel Wealth Management Inc
✚
|
VA | 0.3 |
|
Aletheian Wealth Advisors LLC
✚
|
WA | 0.3 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.3 |
|
The Mathes Company Inc
✚
|
NY | 0.3 |
|
ICW Investment Advisors LLC
✚
|
AZ | 0.3 |
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.3 |
|
Family Wealth Advisory Group LLC
✚
|
OH | 0.3 |
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |