Prosperitage Wealth
Firm details
- Headquarters
- ,
- CRD number
- 328338
- Website
- prosperitagewealth.com
- Custodians
- BETTERMENT, LINCOLN INVESTMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.72%
- Individuals29.28%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prosperitage Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and positions itself as both an adviser and a capital allocator. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through seminars and workshops. Fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee options. The firm identifies as an active ESG investor and operates on a single-state basis.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
1 of 1
Brian Seymour
Founder and CEOCRD 6470704
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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