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Prosperitus Wealth Advisors

Prosperitus Wealth Advisors. CRD 306630

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CRD: 306630

Prosperitus Wealth Advisors

Coral Springs, FL, 33065
9544001470
www.prosperituswealth.com
$69.4M Total AUM
$67.3M Disc. AUM
-- 3Y CAGR
6 Employees
236 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Citibank · City National Bank · Wells Fargo
Clients
Retail and Institutional
Platforms
Element
Established Date
01-01-2020
Office Locations
1

Office Locations

2855 N University Drive Suite 110 Coral Springs FL

About Prosperitus Wealth Advisors

Prosperitus Wealth Advisors is a fiduciary firm providing personalized financial planning and integrated investment management for individuals, families, and business owners. Services span retirement and legacy planning, tax and insurance coordination, education planning, and business and 401(k) plan setup and ongoing management. The firm emphasizes a holistic approach supported by a tech stack that gives clients a 360° view of their finances.

Team overview

51 AVG AGE
$17.4M AVG AUM / ADVISOR
$294.1K AVG AUM / CLIENT
6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Matrix optima Delta vital Catalyst Ember Catalyst

Client Personas

Ember bridge Meridian North alpha Fusion

Custodian

Fusion Insight

Investment Themes

Bridge Vector summit Oak radial Pathway delta

Investment Vehicles

Vector Peak

Services

Vertex Insight Signal eagle Ember alpha Vital Timber Momentum Horizon Timber vital Delta zenith Wave zenith Legacy Ridge signal

Technology

Focus

Owner & Executives

CHRISTIAN ELIEZER URBINA

CHRISTIAN ELIEZER URBINA

Chief Compliance Officer, Managing Member, President

CRD
#5104700
Ownership
75% or more
(787) 894-8055
atlas.focus@pathwaycapital.com
in linkedin.com/in/alpha-pathway
M

Maxime Fleming Jean-Louis

Financial Advisor, General Partner

CRD
#5436759
Ownership
10% but less than 25%
(935) 643-6740
timber.oak@embercapital.com
in linkedin.com/in/pioneer-pioneer
M

Meridian ridge

Foundation bridge

CRD
#27997
Ownership
48.6%
(864) 641-3362
bridge.glacier@crestcapital.com
in linkedin.com/in/delta-fusion

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Contacts

ALEX PASCAL FOUQUET

ALEX PASCAL FOUQUET

Wealth Advisor

CRD
#4626543
(442) 703-1311
eagle.wave@timbercapital.com
in linkedin.com/in/matrix-north
PAUL MARK ZOCH

PAUL MARK ZOCH

Wealth Advisor

CRD
#4426797
(881) 562-3704
oak.momentum@bridgecapital.com
in linkedin.com/in/legacy-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $67,300,000 --
Non-Discretionary $2,100,000 --
Total $69,400,000 --

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Separately Managed Accounts

Total SMA Asset: $69,400,000

$69.4M Total SMA
Public Funds:
36.2%
Cash:
24.4%
Equity - Exchange:
11.3%
Other:
10.9%
U.S. Government/Agency:
17.2%
Asset class Assets Assets %
Public Funds $906,240,005 36.2%
Cash $610,835,804 24.4%
Equity - Exchange $282,887,073 11.3%
Other $272,873,372 10.9%
U.S. Government/Agency $430,589,173 17.2%
Total $2,503,425,427 100.0%

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