PROSPERITY ASSET MANAGEMENT, LLC

Overview

Prosperity Asset Management, LLC is an independent registered investment adviser that serves individual and family clients through financial planning and discretionary portfolio management. The firm acts as a capital allocator: it constructs equity-heavy portfolios in-house while also selecting and monitoring third-party managers where appropriate. Service lines listed include portfolio management for individuals and small businesses, financial planning, selection of other advisers, and educational seminars and workshops; the firm also operates as an insurance broker, which indicates integrated insurance planning alongside investment advice. Investment preferences skew toward equities—both individual listed stocks and exchange-traded funds—supported by a meaningful allocation to third‑party mutual funds and selected alternative strategies. The firm charges on a percentage-of-AUM basis and can also use fixed fees, which aligns with a typical model for advisors who combine ongoing portfolio management with project-based planning work. Prosperity is not identified as an active ESG investor.

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Public Holdings

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Location & Offices