PROSPERITY ASSET MANAGEMENT, LLC

PROSPERITY ASSET MANAGEMENT, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 286028). Regulatory assets under management: $56.6M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 286028
• Type: Registered investment adviser
• Location: 6009 BROWNSBORO PARK BLVD., LOUISVILLE, KY, 40207
• Phone: 502-665-0455
• Latest filing: 2026-06-10
• Regulatory AUM: $56.6M
• Discretionary AUM: $56.6M
• Clients: 3
• Accounts: 923

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search