SEC Form ADV

PROSPERA FINANCIAL SERVICES, INC.

Registered Investment AdviserTX
$14.4B
Assets Under Management
38
Total Clients
326
Employees
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Registration Details

Accession
crd-10740
Location
DALLAS, TX
Filing Date
September 30, 2026
AUM
$14.4B
Total Clients
38
Institutional Clients
518
Employees
326
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsCorporations

About this Adviser

PROSPERA FINANCIAL SERVICES, INC. is a registered investment adviser headquartered in DALLAS, TX, managing approximately $14.4B in assets across 38 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.