Prospettiva Financial
Prospettiva Financial is an SEC-registered mass-market adviser in San Francisco, CA with $128.7M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Prospettiva Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148760, SEC 801-123729, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $128.7M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- San Francisco, CA
- Employees
- 3
- Clients
- 294
- CRD
- 148760
- Ownership
- FLETCHER, SEAN, A
How much AUM does Prospettiva Financial have?
Prospettiva Financial reported $128.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Prospettiva Financial?
Disclosed owners and executives of Prospettiva Financial include FLETCHER, SEAN, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.