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PROSPERITY ADVISERS, LLC
CRD 282998 · SEC 801-119191
424 DRESHER ROAD, HORSHAM, PA, 19044, United States
Phone
267-405-6166
Fax
267-405-6166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.8M
Discretionary AUM
$375.8M
Team
8 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $86.2M |
| High net worth individuals | 118 | $289.6M |
States served
KS, NJ, PA, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD