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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Alpha
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
About Premier Prosperity Advisors LLC
Premier Prosperity Advisors LLC is a Pennsylvania-based wealth management firm serving professionals, small business owners, and families. The firm provides tailored financial planning, retirement planning, and ongoing portfolio management, and can coordinate life insurance as part of the plan. Portfolios are implemented primarily with ETFs and cash allocations, with custody relationships including Charles Schwab and Merrill Lynch.
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Owner & Executives
ADAM BRIAN AMORN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5798021
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,264,413 | -- |
| Non-Discretionary | $10,444,435 | -- |
| Total | $11,708,848 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,708,848
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,674,200,404 | 22.0% |
| Cash | $2,899,410,699 | 38.1% |
| Public Funds | $3,036,390,732 | 39.9% |
| Total | $7,610,001,835 | 100.0% |