Prosperilux LLC

Overview

Prosperilux LLC is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as a capital allocator: it constructs client portfolios primarily through pooled public funds and mutual funds and, when appropriate, selects third‑party advisers or managers to implement specialized strategies. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees, reflecting a advisory model geared toward customized planning and advisory engagements rather than scale-driven product distribution. The firm is not positioned as an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices