Prosperity Path Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 319614
- Registered since
- August 29, 2022
- Website
- prosperitypathadvisers.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.85%
- Individuals16.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prosperity Path Advisers, LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves individuals and families, provides financial planning and portfolio management for individuals and small businesses, and offers selection-of-other-advisers services along with periodic publications and educational seminars or workshops. It operates as a capital allocator, meaning it places client capital with third-party managers when appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
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 Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Theodore Zamerski
Principal And Chief Compliance OfficerCRD 2165099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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