CRD: 330390
Prospera Capital Management, LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2024
- Office Locations
- 1
Office Locations
About Prospera Capital Management, LLC
Deters Wealth Management is an independent financial advisor based in the Phoenix, AZ area providing portfolio management, comprehensive financial planning, and consulting for self-directed investors. The firm builds customized, cost-effective portfolios aligned to client goals and risk tolerance, with an emphasis on avoiding unnecessary risk and minimizing taxes and fees. Serves pre-retirees/retirees, small business owners, and institutional representatives.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SARA LAMMERS AMPARAN
Chief Compliance Officer, Wealth Advisor
- CRD
- #5713380
- Ownership
- Less than 5%
CHASE ALAN SMITH DETERS
Co-founder, Investment Advisor
- CRD
- #4945902
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS EDWARD KNOWLTON
Advisor
- CRD
- #1801597
HEATHER DAWN JACROUX MCCLAIN
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- CRD
- #5094398
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,543,468 | $1,556,633 |
| Non-Discretionary | $40,405,490 | $3,673,226 |
| Total | $343,948,958 | $1,669,655 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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