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Prospera Private Wealth, LLC

● SEC registered since 2021CRD 313573SEC# 801-120960Oklahoma City, OK
Export (members)
Reg. AUM
$931.1M
Employees
6
Accounts
2,197
Location
Oklahoma City, OK

Prospera Private Wealth, LLC assets under management

Prospera Private Wealth, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2021. It reports $931.1 million in regulatory assets under management and employs 6 people.

Prospera Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Arlis Kyle Reuter ControlManaging Partner50-75%2021
Jeffrey Rouk James ControlManaging Partner & Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Prospera Private Wealth, LLC manage?

Prospera Private Wealth, LLC reports $931.1 million in regulatory assets under management on its Form ADV.

How many employees does Prospera Private Wealth, LLC have?

Prospera Private Wealth, LLC reports 6 employees.

Where is Prospera Private Wealth, LLC located?

Prospera Private Wealth, LLC is based in Oklahoma City, OK and has been SEC-registered since 2021.

Does Prospera Private Wealth, LLC disclose fund performance?

Prospera Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4727 Gaillardia Parkway, Suite 120, Oklahoma City, OK 73142
Phone(405) 253-6080
Office hours8:30 a.m. To 4:30 p.m. Ct
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$588.2M
Non-discretionary$342.9M
Total (RAUM)$931.1M