PROSUS WEALTH MANAGEMENT

Overview

Prosus Wealth Management is a small, independent RIA that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and bills clients via a mix of AUM fees, hourly charges and fixed fees. Investment activity centers on equity exposure delivered through exchange-traded instruments and individual equities, with a clear tilt toward portfolio-level equity allocations rather than large, diversified institutional mandates. The firm is not positioned as an ESG-focused adviser and does not present as a multi-state registered adviser. Beyond typical advisory work, the firm acts as sponsor/GP/managing member of pooled investment vehicles, indicating active involvement in structuring or managing private pooled investments. That role aligns with the firm’s use of third-party alternative managers for real estate allocations and suggests they may participate in or offer private real estate syndications or pooled property vehicles to clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices