PROSPERA PRIVATE WEALTH, LLC
CRD #313573 SEC #801-120960 OKLAHOMA CITY, OK (405) 253-6080
SEC Registered
Total AUM
$931.1M
Discretionary
$588.2M
Employees
6
Clients
0
Accounts
2,197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $931.1M | $588.2M | $342.9M | 6 | 0 |
| Aug 2024 | $470.1M | $317.2M | $153M | 3 | 0 |
| Jul 2024 | $470.1M | $317.2M | $153M | 3 | 0 |
| Feb 2024 | $470.1M | $317.2M | $153M | 3 | 0 |
| Mar 2023 | $445M | $317.8M | $127.2M | 3 | 0 |
| Nov 2022 | $451M | $334.5M | $116.5M | 3 | 0 |
| Feb 2022 | $451M | $334.5M | $116.5M | 3 | 0 |
| Aug 2021 | $417M | $306.8M | $110.2M | 3 | 0 |
DateFeb 2025
Total AUM$931.1M
Discretionary$588.2M
Non-Disc.$342.9M
Employees6
Clients0
DateAug 2024
Total AUM$470.1M
Discretionary$317.2M
Non-Disc.$153M
Employees3
Clients0
DateJul 2024
Total AUM$470.1M
Discretionary$317.2M
Non-Disc.$153M
Employees3
Clients0
DateFeb 2024
Total AUM$470.1M
Discretionary$317.2M
Non-Disc.$153M
Employees3
Clients0
DateMar 2023
Total AUM$445M
Discretionary$317.8M
Non-Disc.$127.2M
Employees3
Clients0
DateNov 2022
Total AUM$451M
Discretionary$334.5M
Non-Disc.$116.5M
Employees3
Clients0
DateFeb 2022
Total AUM$451M
Discretionary$334.5M
Non-Disc.$116.5M
Employees3
Clients0
DateAug 2021
Total AUM$417M
Discretionary$306.8M
Non-Disc.$110.2M
Employees3
Clients0