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Building 2PROSPERITY WEALTH MANAGEMENT, INC.

Map pinFORT LAUDERDALE, FL
Phone925-791-4444
NotebookSEC #801-101485
Total AUM
$483.6M
Employees
53
Clients
2,249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 EAST COMMERCIAL BOULEVARD
SUITE 706
FORT LAUDERDALE
FL 33308
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
925-791-4444
Other Offices
47

ReceiptFinancials

Total AUM
$483.6M
Accounts
3,055
Discretionary
$483.6M
Accounts
3,055
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,162
AUM
$368.4M
HNW Individual Clients
57
AUM
$106.1M
Pension/Profit Sharing Plan Clients
20
AUM
$6.8M
Charitable Organization Clients
10
AUM
$2.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ARAZCACOCTDEFLGAIAILKSLAMAMDMEMIMNMOMSNCNHNJNVNYOHOKPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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