# Prospera Capital Management, LLC

> Prospera Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 330390
- Filed as: PROSPERA CAPITAL MANAGEMENT, LLC
- Also doing business as: AMPARAN WEALTH MANAGEMENT, LLC, DETERS WEALTH MANAGEMENT, LLC, KNOWLTON WEALTH MANAGEMENT, MCCLAIN WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330390
- AdvisorCensus page: https://advisorcensus.com/firm/prospera-capital-management-llc-330390

## Quick answers

**How is Prospera Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prospera Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Prospera Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 15, 2026 states: Flat fee: up to $25,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Prospera Capital Management, LLC registered with the SEC or a state?**
Prospera Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330390.

**How much does Prospera Capital Management, LLC manage?**
Prospera Capital Management, LLC reports $343,948,958 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (88% discretionary).

**How have Prospera Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Prospera Capital Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $343,948,958 in the October 2026 data. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prospera Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (7).

**Which custodians does Prospera Capital Management, LLC use?**
Prospera Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Group Inc as custodians holding 10% or more of its separately managed account assets.

**Does Prospera Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330390

**What changed in Prospera Capital Management, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added the business name Knowlton Wealth Management.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Flat fee: up to $25,000 (financial planning and consulting services)

> Flat fees will not exceed $25,000. The fee-paying arrangements will be determined on a case-by-case basis and will be detailed in the signed consulting agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Vanguard Group Inc

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $343,948,958
- Discretionary: $303,543,468
- Non-discretionary: $40,405,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,752,287 |
| High net worth individuals | 37 | $342,196,671 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, IL, LA, MA, MD, MI, MN, MO, NY, OH, OR, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- amparanwm.com
- deterswealthmanagement.com
- knowltonwealthmanagement.com
- mcclainwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | June 26, 2024 |
| October 2025 | $337,346,161 | 2 | July 31, 2025 |
| October 2026 | $343,948,958 | 3 | July 9, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $343,948,958 in the October 2026 data.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added the business name Knowlton Wealth Management.

### July 2026
- Registered or notice-filed in DC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Added the business name McClain Wealth Management, LLC.
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prospera Capital Management, LLC (CRD 330390): Form ADV filing data as of October 2026.