P
CRD: 113481
Prophet Wealth Management
Kenosha, WI, 53140
2626575555
$80.4M Total AUM
$80.4M Disc. AUM
-- 3Y CAGR
5 Employees
274 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-1999
- Office Locations
- 1
Office Locations
708 57th Street Kenosha WI
About Prophet Wealth Management
Prophet Wealth Management is a Kenosha-based RIA. The firm has been operating for 26 years. Managing $80.4M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$40.2M AVG AUM / ADVISOR
$293.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Capital Harbor Summit pioneer
Investment Themes
Matrix
Investment Vehicles
Signal Unison pioneer
Services
Insight Beacon Catalyst Vector vertex Timber
Owner & Executives
MARC PAUL HUJIK
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #1450492
- Ownership
- 75% or more
(345) 957-1645
foundation.momentum@momentumcapital.com
in linkedin.com/in/capital-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
C
CARILU BUCHAL ROBINSON
Financial Advisor
- CRD
- #7526549
(322) 553-3578
vital.delta@deltacapital.com
in linkedin.com/in/beacon-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,444,310 | $218,390 |
| Non-Discretionary | $0 | -- |
| Total | $80,444,310 | $218,390 |
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Separately Managed Accounts
Total SMA Asset: $80,444,310
Equity - Exchange:
5.4% Public Funds:
20.7% Cash:
21.9% Corporate - Investment Grade:
12.9% Municipal Bonds:
8.3% Other:
24.4% U.S. Government/Agency:
6.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $109,803,812 | 5.4% |
| Public Funds | $420,914,612 | 20.7% |
| Cash | $445,315,459 | 21.9% |
| Corporate - Investment Grade | $262,309,106 | 12.9% |
| Municipal Bonds | $168,772,525 | 8.3% |
| Other | $496,150,557 | 24.4% |
| U.S. Government/Agency | $130,137,850 | 6.4% |
| Total | $2,033,403,921 | 100.0% |