Prosperiant Wealth Management, LLC

RIAState Registered
Total AUM
$50M
Discretionary
$50M
100% of AUM
Avg account
$459K
Accounts
109
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
326731
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83%
  • Individuals17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Prosperiant Wealth Management, LLC is a privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and serves individual and family clients rather than institutional or pension clients. Its regulatory classification is unclassified in the provided data, it does not identify as a multi-state adviser, and it does not market itself as an ESG-focused manager or as a capital allocator to external funds. Advisory activity centers on direct portfolio management rather than consulting or delegated fund-of-funds activity. The firm reports an owner-type of "Individual," indicating a single principal owner rather than a corporate ownership structure.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 11%, Cash & Cash Equivalents 3%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Mark Cassidy

    Mark Cassidy

    Founder and CEOCRD 5683346

Contacts

1 of 1
  • Patrick Ceccacci

    Patrick Ceccacci

    Investment Adviser RepresentativeCRD 5814596

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms