Presper Financial Architects, LLC

Overview

Presper Financial Architects, LLC is an SEC registered investment adviser based in Akron, OH, registered since 2018. It reports $363M in assets under management across 1,737 accounts, with 10 employees. It has 3 investment adviser representatives.

Reported AUM

$363M

Discretionary

100%

Accounts

1,737

Average account

$209K

Employees

10

Advisory reps

3

Registered since

2018

Jurisdictions

6

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Thomas Michael Presper Managing Member, Chief Compliance Officer CRD 1480210
• Lisa Marie LaFond Chief Compliance Officer CRD 4575679
• Sonya Denise Presper Member CRD 6959055

Advisory reps 3 of 3

• Daniel Clayton Garner Insurance Agent · Investment Adviser Rep CRD 6656652
• Thomas M Presper Insurance Agent · Investment Adviser Rep CRD 1480210
• Wayne Salsbury Insurance Agent · Investment Adviser Rep CRD 6150980

Location

Headquarters

441 Wolf Ledges Pkwy Ste 103
Akron, OH 44311

County

Summit

Metro area

Akron, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: presperfinancial.com

Every state, with registration dates

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