Prosperity Advisers, LLC

RIASEC RegisteredEst. 2020
Total AUM
$376M
Discretionary
$376M
100% of AUM
Avg account
$368K
Accounts
1,021
Employees
8
Advisory reps
3

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

FINTRX

Overview

Prosperity Advisers, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2020. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Prosperity Advisers also operates as an insurance broker, which complements its use of annuity products. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 36%, Private Funds 6%, Cash & Cash Equivalents 2%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities36%
  • Private Funds6%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Daniel Barram

    Daniel Barram

    Investment Adviser RepresentativeCRD 6621910

  • Lisa Barram

    Lisa Barram

    PresidentCRD 6621908

  • Austin Benoff

    Austin Benoff

    Client Services AnalystCRD 7812450

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$130M in ETFs

Passive

98%

$127M

Active

2%

$2.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$36.9M518,13328.50%
Unlock additional holdings →

Location

Primary office

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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