$812.5M Total AUM
$695.4M Disc. AUM
54.2% 3Y CAGR
33 Employees
2,138 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave fusionDelta pathway +more
- Established Date
- 07-01-2021
- Office Locations
- 17
Office Locations
10146 Balboa Blvd Granada Hills CA
1036 E. Iron Eagle Dr. Eagle ID
18100 VAN Karman Avenue Irvine CA
About Prosperitas Financial, LLC
Prosperitas Financial is a holistic wealth management and financial planning firm serving individuals and businesses. The team coordinates retirement, tax and estate planning, insurance/risk management, and budgeting alongside investment advice and asset management. Portfolios incorporate ETFs and mutual funds, with support for college and business succession planning. Custodied with Charles Schwab.
Team overview
47 AVG AGE
$35.3M AVG AUM / ADVISOR
$380.0K AVG AUM / CLIENT
2.3 yrs AVG TENURE
33 Employees
23 Advisory Reps
23 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Crest bridge Harbor Beacon pioneer Quantum radial Signal Prime
Client Personas
Meridian Capital
Custodian
Quantum Foundation quantum Delta pioneer
Investment Themes
Quantum Crest Focus momentum Beacon Bridge Eagle vector
Investment Vehicles
Bridge fusion Glacier
Platform
Capital Fusion vertex
Services
Horizon Frontier vertex Momentum summit Vital Legacy Oak Ridge beacon Catalyst momentum Signal insight Timber Insight Quantum Timber fusion
Technology
Timber signal Zenith Prime Element ridge
Owner & Executives
R
Robert John Clark
Financial Advisor, General Partner
- CRD
- #7284518
- Ownership
- 25% but less than 50%
(488) 850-9399
radial.momentum@quantumcapital.com
in linkedin.com/in/insight-ember
C
CHRISTOPHER MATTHEW INGRAM
Chief Executive Officer
- CRD
- #3156210
- Ownership
- 25% but less than 50%
(666) 793-9590
frontier.ridge@bridgecapital.com
in linkedin.com/in/prime-vector
I
Insight frontier
Momentum delta radial
- CRD
- #44609
- Ownership
- 44.1%
(567) 202-8310
delta.frontier@frontiercapital.com
in linkedin.com/in/ember-pathway
Showing 2 of 4 owners & executives
Unlock allContacts
E
Eric Abrahamian
Analyst
- CRD
- #7905537
(509) 681-1511
peak.summit@unisoncapital.com
in linkedin.com/in/unison-ridge
B
BYRON PATRICIO ALVARADO
Financial Advisor
- CRD
- #4908032
(326) 559-2425
focus.alpha@frontiercapital.com
in linkedin.com/in/pioneer-momentum
V
Vital element
Crest vector
- CRD
- #42730
(458) 408-6122
quantum.meridian@pathwaycapital.com
in linkedin.com/in/peak-crest
Showing 2 of 39 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $695,432,428 | $154,644 |
| Non-Discretionary | $117,030,201 | $297,787 |
| Total | $812,462,629 | $166,148 |
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Separately Managed Accounts
Total SMA Asset: $793,482,486
Public Funds:
26.4% Equity - Exchange:
13.4% Private Funds:
26.3% Cash:
19.7% U.S. Government/Agency:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,619,069,501 | 26.4% |
| Equity - Exchange | $821,800,428 | 13.4% |
| Private Funds | $1,612,936,662 | 26.3% |
| Cash | $1,208,169,287 | 19.7% |
| U.S. Government/Agency | $870,863,140 | 14.2% |
| Total | $6,132,839,018 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER LEGACY EAGLE | NORTH FUSION | QTJHPR6GS | PQO | 5.41% | $85,736,082 |
| ATLAS ZENITH TIMBER | MATRIX SIGNAL | VRWPRXNUK | JFE | 6.30% | $92,722,315 |
| QUANTUM WAVE | INSIGHT ZENITH | XVBZ9QWFU | TFFS | 10.77% | $41,481,699 |
| VITAL PATHWAY | PIONEER CREST | YAOENWYWN | EOV | 8.02% | $58,547,029 |
| FRONTIER ALPHA GLACIER | PATHWAY TIMBER | 6S8IUZPD5 | YBBW | 6.49% | $73,932,710 |
| OPTIMA ALPHA FOCUS | NORTH PATHWAY | X5BPES5AD | JFFL | 3.29% | $92,454,003 |
| VITAL NORTH UNISON | LEGACY PATHWAY | JIQCVX7YT | FJFJL | 8.25% | $99,093,412 |
| VECTOR VITAL | UNISON PEAK | BWFDY6DJE | BBW | 12.17% | $46,970,863 |