P
$5.7M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Quantum foundation
- Established Date
- 08-31-2022
- Office Locations
- 1
Office Locations
-- Vero Beach FL
About Prosperity Path Advisers, LLC
Prosperity Path Advisers, LLC is a Vero Beach-based RIA. The firm has been operating for 3 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$283.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Quantum Value Meridian
CRM
Harbor vertex
Investment Themes
Signal vertex Crest Summit ember Signal meridian
Investment Vehicles
Prime optima
Platform
Insight
Services
Frontier Oak Peak beacon Glacier peak Matrix Bridge atlas Insight horizon Atlas north Radial quantum
Technology
Value meridian
Owner & Executives
T
THEODORE JOSEPH ZAMERSKI III
Chief Compliance Officer, PRINCIPAL
- CRD
- #2165099
- Ownership
- 75% or more
(968) 463-5586
eagle.radial@ridgecapital.com
in linkedin.com/in/pathway-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,460,831 | $103,694 |
| Non-Discretionary | $202,054 | -- |
| Total | $5,662,885 | $103,694 |
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Separately Managed Accounts
Total SMA Asset: $5,662,885
Public Funds:
27.3% Cash:
51.2% Equity - Exchange:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $694,346,905 | 27.3% |
| Cash | $1,302,218,372 | 51.2% |
| Equity - Exchange | $546,829,981 | 21.5% |
| Total | $2,543,395,258 | 100.0% |