P
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
2 Employees
47 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2023
- Office Locations
- 2
Office Locations
-- Hoboken NJ
-- Westfield NJ
About Prosperiant Wealth Management, LLC
Prosperiant Wealth Management, LLC is a Westfield-based RIA with 2 offices. The firm has been operating for 2 years. Managing $50.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK WILLIAM CASSIDY
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5683346
- Ownership
- 75% or more
Available
Available
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P
PATRICK F CECCACCI
--
- CRD
- #5814596
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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