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Prosper Private Wealth, LLC Form ADV Part 2A | Privacy Policy | Form CRS
Prosper Private Wealth (“PPW”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PPW maintains clients. PPW may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. PPW’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of PPW’s website on the Internet should not be construed by any consumer and/or prospective client as PPW’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PPW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of PPW, please contact the SEC, FINRA, or the state securities regulators for those states in which PPW maintains a filing. A copy of PPW’s current written ADV Part 2A disclosure statement discussing PPW’s business operations, service, and fees is available from PPW upon written request.
Certain portions of PPW’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, PPW’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from PPW, or from any other investment professional. PPW is neither an attorney nor an accountant and no portion of the website content should be interpreted as legal, accounting or tax advice.
PPW may provide links from this website to a third-party website or permit a link from a third-party website to this site. Such links are for your convenience only and do not imply any affiliation with or an endorsement, authorization, sponsorship or promotion of the third-party website or its owner. PPW does not control or review any link and accepts no responsibility for the content, products or services provided at these linked websites. If you decide to access such third-party websites, you do so solely at your own risk and should be aware that third-party websites are governed by their terms and conditions and privacy policies.
The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.