Form Prosperity Wealth Advisors, LLC

Overview

Form Prosperity Wealth Advisors, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and provides advisory services to both individual/family and institutional clients, with a stated focus on portfolio management for individuals and small businesses. Its fee models include a percentage-of-AUM structure and fixed-fee arrangements. The firm is not an active ESG investor, is not positioned as a capital allocator, and does not identify itself as a multi-state or pension consultant adviser. Industry affiliations include an insurance company and a real estate broker, which may reflect cross-license activities or related business lines.

Assets & Accounts

Public Holdings

Investments & Alternatives