P
$375.8M Total AUM
$375.8M Disc. AUM
29.2% 3Y CAGR
8 Employees
289 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value pathwayHorizon
- Established Date
- 01-01-2016
- Office Locations
- 2
Office Locations
424 Dresher Road Horsham PA
-- Clearwater FL
About Prosperity Advisers, LLC
Prosperity Advisers, LLC is a Horsham-based RIA with 2 offices. The firm has been operating for 10 years. Managing $375.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$187.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.8 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Capital Vertex Beacon catalyst Value zenith Harbor crest
Client Personas
Horizon
Custodian
Meridian vector Prime
Investment Themes
Meridian Zenith eagle Alpha optima
Investment Vehicles
Ember
Platform
Unison
Services
Ridge north Zenith Zenith Glacier peak Meridian Summit Peak Harbor Zenith radial Beacon
Technology
Pathway Focus
Owner & Executives
DANIEL NMN BARRAM
Chief Compliance Officer, Investment Advisor Representative, Manager
- CRD
- #6621910
- Ownership
- 50% but less than 75%
(872) 729-2025
north.glacier@signalcapital.com
in linkedin.com/in/pioneer-signal
LISA JANEA BARRAM
Manager, President
- CRD
- --
- Ownership
- 50% but less than 75%
(328) 527-3162
beacon.harbor@vitalcapital.com
in linkedin.com/in/timber-delta
Showing 2 of 2 owners & executives
Unlock allContacts
AUSTIN LEE BENOFF
--
- CRD
- #7812450
(323) 973-5708
unison.glacier@frontiercapital.com
in linkedin.com/in/vertex-summit
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $375,770,956 | $368,042 |
| Non-Discretionary | $0 | -- |
| Total | $375,770,956 | $368,042 |
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Separately Managed Accounts
Total SMA Asset: $375,770,956
Public Funds:
17.2% Equity - Exchange:
22.5% Private Funds:
26.7% Cash:
33.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,399,038,436 | 17.2% |
| Equity - Exchange | $1,830,137,488 | 22.5% |
| Private Funds | $2,171,763,153 | 26.7% |
| Cash | $2,733,005,316 | 33.6% |
| Total | $8,133,944,393 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA FOUNDATION MOMENTUM | ALPHA SUMMIT | AWLI20A93 | JCKMA | 3.38% | $49,978,940 |
| MATRIX FOCUS HARBOR | FRONTIER QUANTUM | 8CPMO0YSH | WWK | 9.83% | $69,944,943 |
| HORIZON FOUNDATION FOUNDATION | UNISON FUSION | ZYMJKZV4C | QXIM | 6.25% | $4,647,263 |
| ELEMENT PEAK | PRIME PIONEER | P93IGD404 | NVIDH | 5.58% | $47,132,874 |
| NORTH NORTH | LEGACY VERTEX | 7FLUS85KZ | RCSD | 7.17% | $80,055,935 |
| FOCUS EMBER | DELTA MOMENTUM | O5MP62MJJ | QCD | 3.85% | $1,563,960 |
| MOMENTUM BEACON UNISON | RIDGE WAVE | BVUD9ANI3 | KOCWT | 6.12% | $2,639,978 |
| BRIDGE CREST | ALPHA ALPHA | 5RBD9O56K | XWL | 9.26% | $75,599,847 |