PROSPER PRIVATE WEALTH, LLC
Legal name: PROSPER PRIVATE WEALTH
CRD #333708 SEC #801-132061 MESA, AZ 888.404.3042
SEC Registered
Total AUM
$112.7M
Discretionary
$112.7M
Employees
3
Clients
0
Accounts
167
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARDNER, JOSHUA, ADAM | I | CEO & CCO | E | Control |
| GARDNER, JOSHUA, ADAM | I | CEO & CCO | E | Control |
| GARDNER, JOSHUA, ADAM | I | CEO & CCO | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (3)
AZ TX UT
Address
4140 E BASELINE ROADSUITE 101
MESA, AZ 85206
United States
Phone: 888.404.3042