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PROSPERITY ASSET MANAGEMENT, LLC

CRD 286028

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6009 BROWNSBORO PARK BLVD., SUITE A, LOUISVILLE, KY, 40207, United States

Phone

502-665-0455

Fax

502-665-0456

Registration

— (—)

Source

State registered

Total AUM

$56.6M

Discretionary AUM

$56.6M

Team

3 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals179$38.6M
High net worth individuals16$18.0M

All web addresses on file

Official SEC filing: View on IAPD