PRESPER FINANCIAL ARCHITECTS, LLC
CRD #297538 SEC #801-113773 AKRON, OH 330-253-6000
SEC Registered
Total AUM
$316.9M
Discretionary
$316.9M
Employees
9
Clients
26
Accounts
1,657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $316.9M | $316.9M | $0 | 9 | 22 |
| Oct 2024 | $288.9M | $288.9M | $0 | 8 | 30 |
| Mar 2024 | $288.9M | $288.9M | $0 | 8 | 30 |
| Oct 2023 | $263.3M | $260.3M | $3M | 10 | 0 |
| Mar 2023 | $263.3M | $260.3M | $3M | 10 | 0 |
| Mar 2022 | $261.6M | $260.7M | $901.6K | 10 | 34 |
| Mar 2021 | $227.6M | $224.5M | $3.1M | 8 | 0 |
| Oct 2020 | $192.4M | $190.1M | $2.3M | 8 | 0 |
| Jun 2020 | $192.4M | $190.1M | $2.3M | 8 | 0 |
| Mar 2020 | $192.4M | $190.1M | $2.3M | 8 | 0 |
| Nov 2019 | $164.4M | $163.8M | $588.6K | 8 | 5 |
| Mar 2019 | $164.4M | $163.8M | $588.6K | 8 | 5 |
| Nov 2018 | $149.8M | $149.8M | $0 | 7 | 2 |
| Oct 2018 | $0 | $0 | $0 | 7 | 0 |
| Jul 2018 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2025
Total AUM$316.9M
Discretionary$316.9M
Non-Disc.$0
Employees9
Clients22
DateOct 2024
Total AUM$288.9M
Discretionary$288.9M
Non-Disc.$0
Employees8
Clients30
DateMar 2024
Total AUM$288.9M
Discretionary$288.9M
Non-Disc.$0
Employees8
Clients30
DateOct 2023
Total AUM$263.3M
Discretionary$260.3M
Non-Disc.$3M
Employees10
Clients0
DateMar 2023
Total AUM$263.3M
Discretionary$260.3M
Non-Disc.$3M
Employees10
Clients0
DateMar 2022
Total AUM$261.6M
Discretionary$260.7M
Non-Disc.$901.6K
Employees10
Clients34
DateMar 2021
Total AUM$227.6M
Discretionary$224.5M
Non-Disc.$3.1M
Employees8
Clients0
DateOct 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees8
Clients0
DateJun 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees8
Clients0
DateMar 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees8
Clients0
DateNov 2019
Total AUM$164.4M
Discretionary$163.8M
Non-Disc.$588.6K
Employees8
Clients5
DateMar 2019
Total AUM$164.4M
Discretionary$163.8M
Non-Disc.$588.6K
Employees8
Clients5
DateNov 2018
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees7
Clients2
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0