Prosperity Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 305940
- Registered since
- November 14, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals82.17%
- HNWI17.83%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Prosperity Wealth Management operates as an independent registered investment advisor (RIA) and was established in 2019. The firm is structured as a limited liability company and focuses primarily on serving individual and family clients. Its business activities encompass financial planning, portfolio management for individuals and small businesses, as well as conducting educational seminars and workshops. Prosperity Wealth Management does not engage in capital allocation or ESG investing, and it is not classified as a multi-state adviser.
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
- Exchange Traded Equities80%
- Non-Exchange Traded Equities5%
- Investment Grade Corp Bonds5%
- State & Local Bonds3%
- US Government Bonds2%
Contacts
2 of 2Natalie Booker
MemberCRD 5917517
Brian Booker
Managing MemberCRD 4649011
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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