Prospera Private Wealth LLC

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Assets, Funds, Holdings

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Prospera Private Wealth LLC
CRD #313573
SEC #801-120960
CIK #0001894484
AUM $470.1 MM (2024-08-02)
Employees 3 (100% Investors, 0% Brokers)
Phone405-253-6080
Address4727 Gaillardia Parkway
Oklahoma City, OK 73142
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
IAU 20.1
XOM 385,508.3 15.2
WMT 335,434.5 3.7
AAPL 2,382,844.0 3.3
T 147,547.0 2.4
MSFT 1,918,222.4 2.3
VZ 211,914.0 1.7
AMZN 1,092,997.8 1.7
MPLX 29,802.2 1.7
CVX 294,604.1 1.6
View All
Holdings by Sector ($MM)
3002401801206002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 374 83.7
(b) Individuals (high net worth individuals) 104 364.6
(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 2 4.7
(h) Charitable organizations 9 16.0
(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 8 1.1
(n) Other 0 0.0
Total 1,279 470.1
By Discretionary
Discretionary 671 317.2
Non-Discretionary 608 153.0
Total 1,279 470.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 470.1
Total 1,279 470.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001894484]
Comparable Firms State AUM ($BB)
Lazari Capital Management Inc
CA 0.5
Bryant Woods Investment Advisors LLC
NY 0.5
EQ Wealth Advisors LLC
TX 0.5
Andrew Garrett Inc
NY 0.5
Hyposwiss Advisors Sa
0.5
44 Wealth Management LLC
OR 0.5
Ogorek Wealth Management LLC
NY 0.5
Cambridge Financial Group LLC
AZ 0.5
Kennedy Investment Group Inc
NJ 0.5
The Marshall Financial Group LLC
MD 0.5
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