SHARED PROSPERITY GROUP

SHARED PROSPERITY GROUP of PORTLAND, OR is an SEC-registered investment adviser (CRD 338743). Regulatory assets under management: $680K.

Registration

• CRD: 338743
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338743 on SEC IAPD (source of record)
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