Prosperity Wealth Management Inc

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Assets, Funds, Holdings

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Prosperity Wealth Management Inc
CRD #174328
SEC #801-101485
CIK #0001991463
AUM $243.4 MM (2024-08-28)
Employees 50 (96% Investors, 86% Brokers)
Phone925-791-4444
Address2333 San Ramon Valley Blvd
San Ramon, CA 94583
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
2502001501005002021202220232025
AUM Breakdown Accounts AUM ($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
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