RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oklahoma
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
JAMES, JEFFREY, ROUKIMANAGING PARTNER & CHIEF COMPLIANCE OFFICERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control
REUTER, ARLIS, KYLEIMANAGING PARTNERD Control

Registrations

Federal

IA
Feb 20, 2025 REGISTERED

Notice Filings (12)

CA CO FL KS LA MO NE NM NY OK TX WA

Address

4727 GAILLARDIA PARKWAY
SUITE 120
OKLAHOMA CITY, OK 73142
United States
Phone: (405) 253-6080