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Prosperity Wealth Management Inc
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CRD # | 174328 |
SEC # | 801-101485 |
CIK # | 0001991463 |
AUM | $243.4 MM (2024-08-28) |
Employees | 50 (96% Investors, 86% Brokers) |
Phone | 925-791-4444 |
Address | 2333 San Ramon Valley Blvd San Ramon, CA 94583 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 8.6 | |
NVDA | 399,550.0 | 5.6 | |
AAPL | 2,382,844.0 | 5.5 | |
AMZN | 1,092,997.8 | 3.6 | |
PG | 338,108.9 | 2.4 | |
DKNG | 5,580.5 | 1.8 | |
WYNN | 6,901.1 | 1.8 | |
META | 434,852.0 | 1.7 | |
TRGP | 14,247.0 | 1.6 | |
ANET | 29,365.2 | 1.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,544 | 169.6 |
(b) Individuals (high net worth individuals) | 55 | 71.3 |
(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 | 2 | 0.8 |
(h) Charitable organizations | 10 | 1.6 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,611 | 243.4 |
By Discretionary | ||
Discretionary | 1,611 | 243.4 |
Non-Discretionary | 0 | 0.0 |
Total | 1,611 | 243.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 243.4 | |
Total | 1,611 | 243.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001991463] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
United Financial Planning Group LLC
✚
|
NY | 0.2 |
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.2 |
Blackhawk Capital Partners LLC
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|
WI | 0.2 |
Dynamic Market Advantage LLC
✚
|
KY | 0.2 |
MFO Investments LLC
✚
|
MI | 0.2 |
S R Schill & Associates Inc
✚
|
WA | 0.2 |
Fortress Wealth Management Inc
✚
|
CA | 0.2 |
Stonecrest Wealth Management Inc
✚
|
AZ | 0.2 |
American Financial & Tax Strategies Inc
✚
|
NY | 0.2 |
Michels Family Financial LLC
✚
|
TX | 0.2 |