PROSPER PRIVATE WEALTH
Firm details
- Headquarters
- MESA, Arizona
- CRD number
- 333708
- Registered since
- March 5, 2025
- Website
- prosperpw.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI91.16%
- Individuals8.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prosper Private Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with financial planning and portfolio management services (including work for small businesses). Its fee model mixes asset-based fees with hourly billing and performance-based arrangements. Prosper describes itself as an active ESG investor and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Private Funds22%
- Exchange Traded Equities17%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
2 of 2LANCE SPENCER
Wealth Management AdvisorCRD 1981961
JOSHUA GARDNER
President, Wealth Management AdvisorCRD 4495410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MESA, AZ
MARICOPA
Location
MESA, AZ
Headquartered in MESA, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4140 E Baseline Rd
- Time zone
- MT (UTC-7)
- Office locations
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