Prosper Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

600 N Hays Rd Ste 111, Prosper, Texas, 7...

Phone Number

(817) 820-0423

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
1
1
1
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1

About Prosper Wealth Advisors

Steward Partners is an employee-owned, full-service independent partnership that provides comprehensive wealth management, institutional consulting, and asset management services to family, institutional, and multigenerational investors. The firm is committed to delivering exceptional investment management and financial planning tailored to the unique needs of each client, ensuring a fiduciary responsibility to act in their best interests. With a disciplined approach and innovative investment strategies, Steward Partners aims to help clients navigate complex financial situations and achieve their financial goals. Their services include personal concierge support, risk management, and access to a consortium of professionals for holistic wealth management.Explore more
Prosper Wealth Advisors's Social MediaPopular SearchesProsper Wealth Advisors LLCProsper Wealth AdvisorsProsper WealthProsper Wealth Advisors IncProsper Mullins Private Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Prosper Wealth Advisors Org Chart

PhoneEmail
JM
United States flag for contact location.

Senior Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosper Wealth Advisors

<$5M
1-10
Private
-
2012
JM
James MullinsSenior Partner
$6.9M
11-50
Private
-
1959
DF
Dora FrancisOffice Manager and Client Services Specialist
$5.9M
11-50
Private
-
2008
BT
Benjamin TealClient Service Manager & Financial Advisor
$5.1M
11-50
Private
-
2010
MW
Melissa WagnerRegistered Representative
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prosper Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prosper Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prosper Wealth Advisors.

Prosper Wealth Advisors Tech Stack

A closer look at the technologies used by Prosper Wealth Advisors

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Frequently Asked Questions Regarding Prosper Wealth Advisors

What is Prosper Wealth Advisors's official website?
Prosper Wealth Advisors's official website is www.prosperwa.com
What is Prosper Wealth Advisors's Revenue?
Prosper Wealth Advisors's revenue is <$5 Million
What is Prosper Wealth Advisors's SIC code?
Prosper Wealth Advisors's SIC: 62,628
What is Prosper Wealth Advisors's NAICS code?
Prosper Wealth Advisors's NAICS: 52,523
How many employees does Prosper Wealth Advisors have?
Prosper Wealth Advisors has 1-10 employees
What industry does Prosper Wealth Advisors belong to?
Prosper Wealth Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Prosper Wealth Advisors competition?
Prosper Wealth Advisors top competitors include: Investment Management Associates, Wagner Financial Services, Harvest Wealth Management, Jon Coomer
What technology does Prosper Wealth Advisors use?
Some of the popular technologies that Prosper Wealth Advisors uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Redtail CRM
How do I contact Prosper Wealth Advisors?
Prosper Wealth Advisors contact info: Phone number: (817) 820-0423 Website: www.prosperwa.com
What does Prosper Wealth Advisors do?

Steward Partners is an employee-owned, full-service independent partnership that provides comprehensive wealth management, institutional consulting, and asset management services to family, institutional, and multigenerational investors. The firm is committed to delivering exceptional investment management and financial planning tailored to the uni... que needs of each client, ensuring a fiduciary responsibility to act in their best interests. With a disciplined approach and innovative investment strategies, Steward Partners aims to help clients navigate complex financial situations and achieve their financial goals. Their services include personal concierge support, risk management, and access to a consortium of professionals for holistic wealth management.Read More

What are Prosper Wealth Advisors social media links?
Prosper Wealth Advisors Facebook page
Is Prosper Wealth Advisors a public company?
Prosper Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Prosper Wealth Advisors

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