PROSPERITY PATH ADVISERS, LLC

PROSPERITY PATH ADVISERS, LLC of VERO BEACH, FL is an SEC-registered investment adviser (CRD 319614). Regulatory assets under management: $5.7M.

Registration

• CRD: 319614
• SEC file number: 801-126462
• Type: Registered investment adviser
• Location: 2150 15TH AVENUE, VERO BEACH, FL, 32960
• Phone: (772) 400-6880
• Latest filing: 2026-05-20
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.5M
• Non-discretionary AUM: $202K
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319614 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search