# SHARED PROSPERITY GROUP

SHARED PROSPERITY GROUP of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 338743
- Type: SEC-registered investment adviser
- Location: 5441 S MACADAM AVE, PORTLAND, OR, 97239
- Phone: 503-343-9909
- Latest filing: 2026-02-12
- Regulatory AUM: $680K
- Discretionary AUM: $680K
- Clients: 2
- Accounts: 4

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338743/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338743/similar
- Related entities: https://search.stillhousedata.com/firm/338743/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338743

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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.