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PROSPER PRIVATE WEALTH
PROSPER PRIVATE WEALTH, LLC
CRD 333708 · SEC 801-132061
4140 E BASELINE ROAD, SUITE 101, MESA, AZ, 85206, United States
Phone
888-404-3042
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.8M
Discretionary AUM
$150.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $13.3M |
| High net worth individuals | 32 | $137.5M |
States served
AZ, CA, UT, TX, NH
All web addresses on file
Official SEC filing: View on IAPD