Investment adviser · CRD 297538
PRESPER FINANCIAL ARCHITECTS, LLC
Investment adviser filing (IA)
AKRON, OH, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $363M Form ADV · Item 5.F
- Client accounts
- 1,737 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 111 | $215,313,848 | 59.4% |
| Individuals | 422 | $140,765,676 | 38.8% |
| Charities | Fewer than 5 | $6,568,939 | 1.8% |
Filing source
Form ADV 2132498 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
441 WOLF LEDGES PARKWAY, SUITE 103AKRON, OH, 44311-1077, United States
CRD 297538
Filing source
Form ADV 2132498 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.