Prospecta Equity Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Pensacola, Florida
CRD number
329668
Registered since
August 13, 2026

Firm profile

FINTRX

Overview

Prospecta Equity Partners, LLC is organized as a limited liability company with individual ownership. The firm’s public disclosures include minimal detail about its investment approach or client focus. Available data indicates it does not identify as an active ESG investor, does not present itself as a capital allocator, and is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not provided information about business activities, advisory services, or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Matthew Durham

    Matthew Durham

    Chief Operating OfficerCRD 4416664

Contacts

3 of 3
  • Conner Wagstaff

    Conner Wagstaff

    DirectorCRD 1427591

  • Matthew Balka

    Matthew Balka

    PartnerCRD 4291803

  • James Hosman

    Investment Adviser RepresentativeCRD 7999854

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pensacola, FL

Escambia

Location

Pensacola, FL

Headquartered in Pensacola, FL, anchoring the Pensacola-Ferry Pass, FL-AL metro in the South.

Metro area
Pensacola-Ferry Pass, FL-AL
Region
South
County
Escambia
Address
212 S Alcaniz St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth