PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Prospera Funds, Inc.

● SEC registered since 2025CRD 331765SEC# 801-132209Isle of Palms, SC
Export (members)
Reg. AUM
$4.6M
Employees
4
Accounts
1
Location
Isle of Palms, SC

Prospera Funds, Inc. assets under management

Prospera Funds, Inc. is an investment advisory firm registered with the SEC based in Isle of Palms, SC. The firm has been registered since 2025. It reports $4.6 million in regulatory assets under management and employs 4 people.

Prospera Funds, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Kristof Wild ControlCio, Coo And CcoUnder 5%2025
Michael Lawson Pierce ControlCeo And PresidentUnder 5%2025
Prospera Asset Management, LLC ControlParent / Holding CompanyOver 75%2024
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Prospera Funds, Inc. manage?

Prospera Funds, Inc. reports $4.6 million in regulatory assets under management on its Form ADV.

How many employees does Prospera Funds, Inc. have?

Prospera Funds, Inc. reports 4 employees.

Where is Prospera Funds, Inc. located?

Prospera Funds, Inc. is based in Isle of Palms, SC and has been SEC-registered since 2025.

Does Prospera Funds, Inc. disclose fund performance?

Prospera Funds, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address119 Charleston Boulevard, Isle of Palms, SC 29451
Phone(512) 660-8038
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$4.6MNo change
Mar '26 — $4.6MApr '26 — $4.6MMay '26 — $4.6MJun '26 — $4.6M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$4.6Mregulatory AUM
Discretionary $4.6M