$150.8M Total AUM
$150.8M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Quantum harborPathway
- Established Date
- 12-02-2024
- Office Locations
- 2
Office Locations
4140 E Baseline Road Suite 101 Mesa AZ
-- Provo UT
About Prosper Private Wealth
Prosper Private Wealth is an independent RIA providing personalized financial planning and investment planning for individuals and families, with a focus on retirement cash-flow strategies and ongoing guidance as goals evolve. The team includes CFP professionals alongside a CPA and a JD, supporting planning across investment, tax, and estate considerations. Custody is primarily through Fidelity/NFS.
Team overview
60 AVG AGE
$75.4M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Vertex catalyst Insight
Asset Classes
Fusion optima North Wave insight Capital North Fusion Element
Client Personas
Beacon vital
Custodian
Momentum pioneer Vertex meridian Oak Ember horizon
Investment Themes
Element alpha Pathway value Capital Radial radial Fusion Vector zenith
Investment Vehicles
Radial wave
Services
Quantum vector Eagle value Horizon Legacy wave Glacier Frontier Harbor meridian Unison Pathway beacon Delta Zenith Prime focus
Technology
Fusion pioneer Insight radial
Owner & Executives
J
JOSHUA ADAM GARDNER
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4495410
- Ownership
- 75% or more
(818) 672-1385
beacon.summit@wavecapital.com
in linkedin.com/in/pathway-crest
Showing 1 of 1 owners & executives
Unlock allContacts
LANCE T SPENCER
Financial Advisor
- CRD
- #1981961
(494) 944-1242
ridge.focus@summitcapital.com
in linkedin.com/in/value-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,821,334 | $571,293 |
| Non-Discretionary | $0 | -- |
| Total | $150,821,334 | $571,293 |
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Separately Managed Accounts
Total SMA Asset: $150,821,334
Public Funds:
16.0% Private Funds:
17.0% Equity - Exchange:
15.9% Cash:
22.4% Equity - OTC:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $560,648,889 | 16.0% |
| Private Funds | $595,689,444 | 17.0% |
| Equity - Exchange | $557,144,833 | 15.9% |
| Cash | $784,908,444 | 22.4% |
| Equity - OTC | $1,005,663,944 | 28.7% |
| Total | $3,504,055,554 | 100.0% |