Presper Financial Architects, LLC
● SEC registered since 2018CRD 297538SEC# 801-113773Akron, OH
Reg. AUM
$362.6M
Employees
10
Accounts
1,737
Location
Akron, OH
Presper Financial Architects, LLC assets under management
Presper Financial Architects, LLC operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 2018. It reports $362.6 million in regulatory assets under management and employs 10 people.
Presper Financial Architects, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Marie Lafond | Cco | Under 5% | 2022 |
| Sonya Denise Presper Control | Member | 50-75% | 2018 |
| Thomas Michael Presper Control | Managing Member | 50-75% | 2018 |
Frequently asked questions
How much does Presper Financial Architects, LLC manage?
Presper Financial Architects, LLC reports $362.6 million in regulatory assets under management on its Form ADV.
How many employees does Presper Financial Architects, LLC have?
Presper Financial Architects, LLC reports 10 employees.
Where is Presper Financial Architects, LLC located?
Presper Financial Architects, LLC is based in Akron, OH and has been SEC-registered since 2018.
Does Presper Financial Architects, LLC disclose fund performance?
Presper Financial Architects, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 441 Wolf Ledges Parkway, Suite 103, Akron, OH 44311-1077 |
| Phone | 330-253-6000 |
| Fax | 330-374-1161 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$362.6M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$362.6Mregulatory AUM
Discretionary $362.6M