Prosperity Path Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 319614
- Registered since
- July 26, 2023
- Website
- prosperitypathadvisers.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.47%
- Individuals15.53%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prosperity Path Advisers, LLC is an independent, Florida-based RIA organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services include selection of other advisers, publication of periodicals or newsletters, and educational seminars or workshops. Fee arrangements are flexible and include a percentage-of-AUM model plus options for hourly and fixed fees. The firm reports that it is a capital allocator and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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