Prosperiant Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 326731
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83%
- Individuals17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Prosperiant Wealth Management, LLC is a privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and serves individual and family clients rather than institutional or pension clients. Its regulatory classification is unclassified in the provided data, it does not identify as a multi-state adviser, and it does not market itself as an ESG-focused manager or as a capital allocator to external funds. Advisory activity centers on direct portfolio management rather than consulting or delegated fund-of-funds activity. The firm reports an owner-type of "Individual," indicating a single principal owner rather than a corporate ownership structure.
Assets & Accounts
Investments & Alternatives
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 Funds86%
- Exchange Traded Equities11%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Mark Cassidy
Founder and CEOCRD 5683346
Contacts
1 of 1
Patrick Ceccacci
Investment Adviser RepresentativeCRD 5814596
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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