Prospera Private Wealth, LLC

Prospera Private Wealth, LLC (CRD# 313573) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $470,115,035 in 1,279 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, OK 73142
https://www.reuterjameswealth.com/
By the Numbers
  • Total Assets Under Management
    470
    MILLION
  • Total Number of Accounts
    1,279
    ACCOUNTS
  • Average Account Value
    $367,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, NM, OK, TX

Financial Advisors at Prospera Private Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Holly Gooch, financial advisor Oklahoma City OK
Holly D. Gooch
CRD#: 6994400
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, OK 73142

Holly Gooch (CRD# 6994400) is an Investment Advisor Representative working at Prospera Private Wealth, LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry.

2
Jeffrey James, financial advisor Oklahoma City OK
Jeffrey R. James
CRD#: 3210356
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, OK 73142

Jeffrey James (CRD# 3210356) is an Investment Advisor Representative working at Prospera Private Wealth, LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.

3
Arlis Reuter, financial advisor Oklahoma City OK
Arlis K. Reuter
CRD#: 4152168
5025 Gaillardia Corporate Pl, Suite C2, Oklahoma City, OK 73142

Arlis Reuter (CRD# 4152168) is an Investment Advisor Representative working at Prospera Private Wealth, LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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