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 registered investment adviser that began SEC registration in 2020 and is structured as a limited liability company under individual ownership. The firm focuses on individual and family clients and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker and offers multiple fee arrangements including a percentage of assets under management, hourly charges, and fixed fees. Prosperity Advisers identifies itself as a capital allocator rather than solely a pure advisory shop, and it does not position itself as an ESG-focused or multistate specialist.
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%
Contacts
3 of 3DANIEL BARRAM
Investment Adviser RepresentativeCRD 6621910
Lisa Barram
PresidentCRD 6621908
AUSTIN BENOFF
Client Services AnalystCRD 7812450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$113M in ETFs
99%
$112M
1%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $32.8M | 511,191 | 28.92% |
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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