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PROSPERA FUNDS, INC.

ISLE OF PALMS, SC · CRD 331765 · IAPD ↗ · prosperafunds.com · (512) 660-8038

$4.6MRegulatory AUM
2Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

34
April 2026 — PROSPERA FUNDS, INC. notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
15
December 2025 — PROSPERA FUNDS, INC. changed its website from prosperaf.com to prosperafunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
80
April 2025 — PROSPERA FUNDS, INC. (ISLE OF PALMS, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.