PROSPERITAGE WEALTH

PROSPERITAGE WEALTH is an SEC-registered investment adviser (CRD 328338). Regulatory assets under management: $7.3M.

Registration

• CRD: 328338
• Type: Registered investment adviser
• Phone: 9104966016
• Latest filing: 2026-07-21
• Regulatory AUM: $7.3M
• Non-discretionary AUM: $7.3M
• Clients: 3
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, 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 328338 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search