Member · Presper Financial Architects, LLC
Sonya D. Presper
CRD 6959055 · Named on Form ADV at one SEC-registered adviser
At a glance
Presper Financial Architects, LLC, an SEC-registered wealth manager based in Akron, OH with $363 million in regulatory assets, lists Sonya D. Presper on its Form ADV as Member, a control person.
Firms and roles
- Presper Financial Architects, LLCMemberWealth manager · Akron, OH · $363M in regulatory assets
AtlasMembers
Sonya’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas M. PresperManaging Member, Presper Financial Architects, LLC
- Lisa M. EvansCCO, Presper Financial Architects, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonya’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.