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| Happy Holidays!! thanks for using AUM13F!! |
| Prosperity Wealth Management Inc
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| CRD # | 174328 |
| SEC # | 801-101485 |
| CIK # | 0001991463 |
| AUM | $442.2 M (2025-03-28) |
| Employees | 51 (92% Investors, 78% Brokers) |
| Phone | 925-791-4444 |
| Address | 2333 San Ramon Valley Blvd San Ramon, CA 94583 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001991463 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.5 | ||
| Nvidia Corp | 6.3 | ||
| Amazon Com Inc | 4.9 | ||
| Apple Inc | 4.0 | ||
| Facebook Inc | 3.4 | ||
| Palantir Technologies Inc | 3.3 | ||
| DraftKings Inc | 2.9 | ||
| Uber Technologies Inc | 2.4 | ||
| Procter & Gamble Co | 2.3 | ||
| Goldman Sachs Group Inc | 2.3 | ||
| Arista Networks Inc | 2.3 | ||
| Alphabet Inc | 2.1 | ||
| Targa Resources Corp | 1.9 | ||
| Grayscale Bitcoin Trust BTC | 1.9 | ||
| Lilly Eli & Co | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,566 | 307.6 |
| (b) Individuals (high net worth individuals) | 35 | 129.5 |
| (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 | 2 | 0.3 |
| (h) Charitable organizations | 16 | 4.8 |
| (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 | 2,832 | 442.2 |
| By Discretionary | ||
| Discretionary | 2,832 | 442.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,832 | 442.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.2 | |
| Total | 2,832 | 442.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001991463] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weinberger Asset Management Inc
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|
CA | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
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|
WA | 0.4 |
|
NorthStar Financial Companies Inc
✚
|
PA | 0.4 |
|
Humankind Investments LLC
✚
|
NY | 0.4 |
|
Rench Wealth Management Inc
✚
|
TX | 0.4 |
|
Avaii Wealth Management LLC
✚
|
WI | 0.4 |
|
Trinity Financial Partners II LLC
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|
PA | 0.4 |
|
William Madison Advisors Inc
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|
TX | 0.4 |
|
Kimery Wealth Management LLC
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|
TN | 0.4 |
|
Global Trust Asset Management LLC
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|
FL | 0.4 |