PROSPERITY ADVISORY GROUP LLC

Overview

Prosperity Advisory Group LLC is an independent registered investment adviser that serves individual and family clients with a mix of discretionary portfolio management and planning services. Registered with the SEC in 2020 and structured as an LLC under individual ownership, the firm combines traditional financial planning and pension consulting with insurance brokerage capabilities, which shapes its product menu and client solutions. Investment activity is centered on pooled public vehicles—primarily mutual funds/public funds—rather than large direct-equity sleeves. The adviser runs wholly discretionary mandates, uses percentage-of-AUM, hourly and fixed-fee billing, and supplements portfolio solutions with insurance products when appropriate. The firm is not an active ESG investor and does not position itself as a capital allocator; it also reports no multi-state advisory complexity beyond its current footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices