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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconMeridian
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About Presper Financial Architects, LLC
Presper Financial Architects is an Akron, OH fee-only RIA and fiduciary focused on helping clients plan for and live in retirement. The firm provides retirement, income, and tax planning plus customized investment management—often using ETFs and funds—and offers direct indexing for portfolio customization and tax optimization. Custody is primarily with Charles Schwab, supported by a structured, meeting-based planning process and regular check-ins.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SONYA DENISE PRESPER
--
- CRD
- --
- Ownership
- 50% but less than 75%
THOMAS MICHAEL PRESPER
Financial Advisor, General Partner, Managing Member
- CRD
- #1480210
- Ownership
- 50% but less than 75%
Momentum pathway
Matrix matrix
- CRD
- #30118
- Ownership
- 42.5%
Showing 2 of 3 owners & executives
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Daniel Clayton Garner
Financial Advisor
- CRD
- #6656652
WAYNE SALSBURY
--
- CRD
- #6150980
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,648,463 | $208,779 |
| Non-Discretionary | $0 | -- |
| Total | $362,648,463 | $208,779 |
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Separately Managed Accounts
Total SMA Asset: $362,648,463
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $912,933,891 | 21.6% |
| Equity - Exchange | $536,771,316 | 12.7% |
| Cash | $891,801,162 | 21.1% |
| Other | $900,254,254 | 21.3% |
| Private Funds | $984,785,169 | 23.3% |
| Total | $4,226,545,792 | 100.0% |