PROPHET WEALTH MANAGEMENT

Overview

Prophet Wealth Management is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines fee-based asset management with hourly planning work, positioning itself to serve clients who need ongoing portfolio oversight as well as project-based advice. Investment activity centers on liquid, exchange-traded exposures supplemented by mutual funds, corporate debt and selected third‑party hedge fund strategies. Prophet Wealth Management does not present itself as an active ESG investor and appears to operate under a single‑state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices