Prosperity Asset Management, LLC

Overview

Prosperity Asset Management, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm acts as a capital allocator and provides fee-based wealth management using both percentage-of-AUM and fixed-fee billing. In addition to portfolio management and financial planning for individuals and small businesses, the firm offers selection of other advisers and runs educational seminars and workshops. Prosperity also maintains an insurance brokerage capability alongside its advisory services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices