PROSPERITY WEALTH STRATEGIES LLC

Overview

Prosperity Wealth Strategies LLC is an independent registered investment adviser focused on serving individual and family clients, including small-business owners. The firm provides financial planning and discretionary portfolio management, charging clients via a percentage-of-AUM schedule and fixed fees. Its investment approach favors pooled public vehicles rather than direct private placements or significant alternative allocations, with portfolios constructed to deliver diversified exposure across equity and fixed income through mutual funds and related public products. The firm is not positioned as an ESG-focused adviser, pension consultant, or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices