# PROSPERITY ADVISERS, LLC

PROSPERITY ADVISERS, LLC of HORSHAM, PA is an SEC-registered investment adviser.

## Registration

- CRD: 282998
- Type: SEC-registered investment adviser
- SEC file number: 801-119191
- Location: 424 DRESHER ROAD, HORSHAM, PA, 19044
- Phone: 267-405-6166
- Latest filing: 2026-02-23
- Regulatory AUM: $375.8M
- Discretionary AUM: $375.8M
- Clients: 8
- Accounts: 1,021

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Lisa Janea Barram | MANAGER | — |
| Daniel Nmn Barram | MANAGER/CHIEF COMPLIANCE OFFICER | — |
| BARRAM LISA JANEA | MANAGER | — |
| BARRAM DANIEL NMN | MANAGER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-08-04 | regulatory | BETWEEN 10/8/2019 AND 6/3/2020, PROSPERITY ADVISERS TRANSACTED BUSINESS IN KANSAS AS AN INVESTMENT ADVISER DURING WHICH TIME PROSPERITY ADVISERS WAS NEITHER REGISTERED AS AN INVESTMENT ADVISER UNDER THE KUSA NOR EXEMPT FROM REGISTRATION. | Final | $500 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282998/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282998/similar
- Related entities: https://search.stillhousedata.com/firm/282998/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282998

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.