CRD: 286028
Prosperity Asset Management, LLC
$56.6M Total AUM
$56.6M Disc. AUM
-- 3Y CAGR
3 Employees
195 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 01-01-2017
- Office Locations
- 2
Office Locations
6009 Brownsboro Park Blvd. Suite A Louisville KY
6099 Frantz Road Dublin OH
About Prosperity Asset Management, LLC
Prosperity Asset Management, LLC is a Louisville-based RIA with 2 offices. The firm has been operating for 9 years. Managing $56.6M 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
54 AVG AGE
$28.3M AVG AUM / ADVISOR
$290.2K AVG AUM / CLIENT
6.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Capital Signal vital
Custodian
Delta
Investment Themes
Quantum
Investment Vehicles
Ridge
Platform
Element insight
Services
Eagle meridian Prime alpha Quantum Fusion prime Delta Glacier
Technology
Focus capital
Owner & Executives
A
ANTHONY SCOTT ROBERTS
Associate, Chief Compliance Officer, Managing Member
- CRD
- #1891441
- Ownership
- 50% but less than 75%
(220) 831-3233
eagle.alpha@optimacapital.com
in linkedin.com/in/crest-meridian
E
Elita B Roberts
Chief Financial Officer, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(731) 484-1135
legacy.pathway@vertexcapital.com
in linkedin.com/in/alpha-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
CORY JOSEPH SICKLES
Chief Executive Officer, Wealth Advisor
- CRD
- #6319909
(209) 897-1532
eagle.summit@focuscapital.com
in linkedin.com/in/catalyst-vertex
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,591,359 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,591,359 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,591,359
Equity - Exchange:
18.4% Other:
17.4% U.S. Government/Agency:
21.6% Cash:
42.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,346,938,443 | 18.4% |
| Other | $1,273,735,267 | 17.4% |
| U.S. Government/Agency | $1,581,188,607 | 21.6% |
| Cash | $3,118,455,308 | 42.6% |
| Total | $7,320,317,625 | 100.0% |