Prosperity Wealth Strategies LLC

Overview

Prosperity Wealth Strategies LLC is an independent, privately held registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fees include a percentage-of-assets model as well as hourly and fixed-fee arrangements. According to filings, the adviser does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices