|
⚲
|
| Prosperity Wealth Management Inc
✚
| |
|---|---|
| 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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 |
|---|---|---|
| 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
✚
|
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 |