$73.9M Total AUM
$73.6M Disc. AUM
-- 3Y CAGR
4 Employees
88 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Optima meridianInsight +more
- Established Date
- 05-22-2018
- Office Locations
- 1
Office Locations
-- DES Plaines IL
About Prosperifi LLC
ProsperiFi provides personalized wealth management, financial planning, and strategic giving/legacy guidance for founders, entrepreneurs, C-suite executives, philanthropists, and affluent families. The firm emphasizes transparent advice and ongoing service, designing custom strategies to protect and grow assets. Portfolios are primarily implemented via ETFs and public funds, with custody support including Charles Schwab.
Team overview
36 AVG AGE
$73.9M AVG AUM / ADVISOR
$839.4K AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Quantum timber Glacier prime Unison peak Momentum Harbor legacy Vector value
Client Personas
Summit horizon Peak pathway
Custodian
Foundation Signal element Insight insight
Investment Themes
Capital peak Crest north Radial delta Delta
Investment Vehicles
Foundation alpha
Services
Value Ember Ridge focus Harbor Glacier Delta Vital Peak delta Glacier foundation Foundation Focus value
Technology
Glacier Delta radial Atlas
Owner & Executives
K
KRZYSZTOF GARLEWICZ
President
- CRD
- #5496983
- Ownership
- 75% or more
(364) 239-4593
harbor.delta@embercapital.com
in linkedin.com/in/delta-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,560,758 | -- |
| Non-Discretionary | $302,960 | -- |
| Total | $73,863,718 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,863,718
Equity - Exchange:
20.7% Cash:
11.9% U.S. Government/Agency:
22.8% Corporate - Investment Grade:
12.0% Public Funds:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $707,367,985 | 20.7% |
| Cash | $406,651,160 | 11.9% |
| U.S. Government/Agency | $779,129,954 | 22.8% |
| Corporate - Investment Grade | $410,068,397 | 12.0% |
| Public Funds | $1,114,019,145 | 32.6% |
| Total | $3,417,236,641 | 100.0% |