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PROSPERA PRIVATE WEALTH, LLC
PROSPERA PRIVATE WEALTH, LLC
OKLAHOMA CITY, Oklahoma
·
2 registered advisors
·
CRD# 313573
SEC# 801-120960
0
(405) 253-6080
01
Firm Overview
AUM
$470M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PROSPERA PRIVATE WEALTH, LLC
2 registered advisors
Arlis Kyle Reuter
OKLAHOMA CITY, Oklahoma
CRD# 4152168
Jeffrey Rouk James
OKLAHOMA CITY, Oklahoma
CRD# 3210356
05
Office Locations
OKLAHOMA CITY, Oklahoma
2 advisors
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Data sourced from SEC Form ADV filings. PROSPERA PRIVATE WEALTH, LLC (CRD# 313573) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.