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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prosperity Advisers LLC
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|---|---|
| CRD # | 282998 |
| SEC # | 801-119191 |
| CIK # | 0002042930 |
| AUM | $300.8 M (2025-07-03) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 267-405-6166 |
| Address | 580 Virginia Drive Fort Washington, PA 19034 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 79.3 |
| (b) Individuals (high net worth individuals) | 99 | 221.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 988 | 300.8 |
| By Discretionary | ||
| Discretionary | 988 | 300.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 988 | 300.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.8 | |
| Total | 988 | 300.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hamilton Capital Partners LLC
✚
|
GA | 0.3 |
|
Mendel Money Management Inc
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|
IL | 0.3 |
|
Seros Financial LLC
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|
AZ | 0.3 |
|
Freedom Financial Partners LLC
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|
MN | 0.3 |
|
UP Strategic Wealth Investment Advisors LLC
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|
PA | 0.3 |
|
The Retirement GUYS Formula LLC
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OH | 0.3 |
|
Blackston's Financial Advisory Group LLC
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
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|
NM | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |