FORM PROSPERITY WEALTH ADVISORS, LLC

Overview

Form Prosperity Wealth Advisors, LLC is an independent, individual-owned registered investment adviser structured as an LLC. The firm provides portfolio management primarily for individuals, families and small-business clients and also serves institutional relationships. Its fees combine a percentage of assets under management with fixed-fee arrangements. The adviser reports an affiliation with an insurance company and a real estate broker, and it does not self-identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. The profile lists an SEC registration year of 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives