Prosperity Advisers, LLC
Firm details
- Headquarters
- Horsham, Pennsylvania
- CRD number
- 282998
- Registered since
- July 31, 2020
- Website
- retirementprosperity.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.07%
- Individuals22.93%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Prosperity Advisers, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2020. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and maintains an affiliation with an insurance company. The firm bills clients using a mix of percentage‑of‑AUM fees, hourly charges and fixed fees. Prosperity presents itself as a capital allocator, meaning it both manages client portfolios and allocates to external fund managers when appropriate. It is not an active ESG investor.
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 Funds56%
- Exchange Traded Equities36%
- Private Funds6%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$135M in ETFs
97%
$130M
3%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $37.9M | 536,893 | 28.11% |
Location
Horsham, PA
Montgomery
Location
Horsham, PA
Headquartered in Horsham, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 424 Dresher Rd
- Time zone
- ET (UTC-5)
- Office locations
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