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PROPHET WEALTH MANAGEMENT
PROPHET ASSET MANAGEMENT , INC.
CRD 113481 · SEC 801-68628
708 57TH STREET, KENOSHA, WI, 53140, United States
Phone
262-657-5555
Fax
262-657-8325
Registration
— (—)
Source
State registered
Total AUM
$80.4M
Discretionary AUM
$80.4M
Team
5 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $30.7M |
| High net worth individuals | 30 | $49.8M |
All web addresses on file
Official SEC filing: View on IAPD