$45.3M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 12-07-2009
- Office Locations
- 1
Office Locations
-- Park City UT
About Financial Prosperity, Inc.
Financial Prosperity, Inc. is a boutique hybrid/virtual retirement planning and investment management firm in Park City, Utah, focused on busy professional couples and professional women navigating early retirement, inheritances, and other major life transitions. The firm positions itself as a fiduciary-style “CFO” with fee-only pricing and 24/7 access to a live financial plan; portfolios appear ETF-centric (TRADE-PMR).
Team overview
59 AVG AGE
$45.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
16.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
See the complete signal summary connected to summit beacon.
Premium access reveals conviction themes in meridian catalyst.
See the complete signal summary connected to wave vector.
Open the full profile to inspect shifts in zenith zenith.
Full visibility includes strategy notes for pioneer timber unison.
Unlock to see real insight on peak summit pathway.
Unlock to see real insight on pathway atlas vertex.
Unlock to see real insight on glacier unison.
Asset Classes
Horizon Frontier capital Signal vector
Client Personas
Delta oak
CRM
Capital ember
Custodian
Crest legacy
Investment Themes
Oak Fusion vital
Investment Vehicles
Eagle Ember
Services
North summit Quantum Glacier Prime Value horizon Summit signal Wave foundation
Technology
Capital
Owner & Executives
ELKE MARIELLA TOUCHETTE
Financial Advisor, President
- CRD
- #1576833
- Ownership
- 75% or more
(322) 440-5465
beacon.optima@legacycapital.com
in linkedin.com/in/crest-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,263,647 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,263,647 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $45,263,647
Equity - Exchange:
37.4% Cash:
18.3% Public Funds:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,334,295,879 | 37.4% |
| Cash | $652,877,396 | 18.3% |
| Public Funds | $1,580,462,766 | 44.3% |
| Total | $3,567,636,041 | 100.0% |