Prosperitage Wealth

Overview

Prosperitage Wealth is an independent, individual-owned registered investment adviser operating as a limited liability company that serves individuals and families. The firm functions as a capital allocator and concentrates its advisory practice on equity-based portfolios, financial planning and portfolio management for individuals and small businesses. Services include selection of third-party advisers and educational seminars and workshops, and the firm reports being an active ESG investor—indicating ESG considerations are incorporated into security selection or manager due diligence. The firm offers advice under a mix of fee arrangements (percentage of AUM, hourly charges and fixed fees) and appears to operate primarily on a non-discretionary basis, where clients retain final trade authorization. That structure, paired with a focus on exchange-traded equities and mutual funds, suggests a model built around client-directed allocations with advisor-led recommendations and occasional use of outside managers or vehicles to implement specialized exposure.

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Location & Offices