PROSPERITUS WEALTH ADVISORS
Firm details
- Headquarters
- CORAL SPRINGS, Florida
- CRD number
- 306630
- Website
- www.prosperituswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.53%
- Individuals38.33%
- Pension & Profit Sharing Plans0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prosperitus Wealth Advisors is an independent, individual-owned LLC that operates as a registered investment adviser and capital allocator to both individuals/families and institutional clients. Its business model combines fee-based financial planning and portfolio management with insurance brokerage services. The firm charges clients using AUM fees as well as hourly and fixed-fee engagements, and it provides a range of advisory services that include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. Prosperitus does not position itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds59%
- Cash & Cash Equivalents22%
- Exchange Traded Equities14%
- Other3%
- US Government Bonds2%
Owners & executives
2 of 2Gerald Cody
Chief Strategy OfficerCRD 7888983
CHRISTIAN URBINA
President and Chief Investment OfficerCRD 5104700
Contacts
3 of 3Maxime Jean-Louis
Managing PartnerCRD 5436759
PAUL ZOCH
Investment Advisor RepresentativeCRD 4426797
ALEX FOUQUET
Investment Advisor RepresentativeCRD 4626543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL SPRINGS, FL
BROWARD
Location
CORAL SPRINGS, FL
Headquartered in CORAL SPRINGS, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 2855 N University Dr
- Time zone
- ET (UTC-5)
- Office locations
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