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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2023
- Office Locations
- 1
Office Locations
About Prosperitage Wealth
Prosperitage Wealth is a fee-only, fiduciary financial planning firm focused on BIPOC professionals and first-generation high earners building financial independence and generational wealth. The firm delivers comprehensive, personalized planning across the full financial picture, paired with ongoing portfolio guidance that is primarily implemented with ETFs. For distribution teams, the brand shows strong consumer visibility, with the firm and its founder featured in outlets such as Fortune, Yahoo Finance, and The New York Times.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Services
Technology
Owner & Executives
Brian Keith Seymour
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6470704
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,289,278 | -- |
| Total | $7,289,278 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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