Prosperiant Wealth Management, LLC
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
FINTRXOverview
Prosperiant Wealth Management, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). Prosperiant Wealth Management does not engage in active ESG investing and is not classified as a multi-state adviser. The firm primarily serves individual and family clients, emphasizing personalized investment strategies tailored to their unique financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities11%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Mark Cassidy
Founder and CEOCRD 5683346
Contacts
1 of 1
Patrick Ceccacci
Investment Adviser RepresentativeCRD 5814596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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