Prosperitage Wealth

Overview

Prosperitage Wealth is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and operates as a capital allocator — providing portfolio management and financial planning alongside selection of outside advisers. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee arrangements. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses, choosing third-party managers, and running educational seminars or workshops. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices