Presper Financial Architects, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated February 23, 2026, reports $363M in regulatory assets under management, 10 employees, 1 office, and 1,737 accounts.
Assets Under Management
$363M
Employees
10
Offices
1 office
Total Clients
533
Primary office
AKRON, OH
441 WOLF LEDGES PARKWAY, SUITE 103, AKRON, OH, United States
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
422
2
HNWI
20.8%
111
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of February 23, 2026
Discretionary100.0%
$363M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$363M
Total Accounts1,737
10Y AUM Change+$363M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee53:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.