PROSPER PRIVATE WEALTH, LLC

PROSPER PRIVATE WEALTH, LLC of MESA, AZ is an SEC-registered investment adviser (CRD 333708). Regulatory assets under management: $150.8M.

Registration

• CRD: 333708
• SEC file number: 801-132061
• Type: Registered investment adviser
• Location: 4140 E BASELINE ROAD, SUITE 101, MESA, AZ, 85206
• Phone: 888-404-3042
• Latest filing: 2026-05-12
• Regulatory AUM: $150.8M
• Discretionary AUM: $150.8M
• Clients: 3
• Accounts: 264

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333708 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search