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| Happy Holidays!! thanks for using AUM13F!! |
| Prosperity Road LLC
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| CRD # | 281894 |
| SEC # | 801-118900 |
| CIK # | |
| AUM | $156.9 M (2025-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 714-241-0212 |
| Address | 12341 Newport Avenue Santa Ana, CA 92705 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 12.1 |
| (b) Individuals (high net worth individuals) | 29 | 99.5 |
| (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 | 4.6 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 5 | 40.2 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 156.9 |
| By Discretionary | ||
| Discretionary | 166 | 152.3 |
| Non-Discretionary | 1 | 4.6 |
| Total | 167 | 156.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.9 | |
| Total | 167 | 156.9 |
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|---|---|---|
|
Fjell Capital LLC
✚
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ND | 0.2 |
|
Investment Consultants LLC
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0.2 | |
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MWS Capital Consultants LLC
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IL | 0.2 |
|
Leatherback Investments LLC
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NJ | 0.2 |
|
Algorithmic Investment Models LLC
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MA | 0.2 |
|
Outfitter Financial LLC
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ME | 0.2 |
|
Bautis Financial LLC
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|
NJ | 0.2 |
|
MCS Financial Advisors LLC
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|
0.2 | |
|
Moment Private Wealth LLC
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|
MO | 0.2 |
|
Highpass Asset Management LLC
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|
CO | 0.2 |