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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Unison pioneerAtlas
- Established Date
- 12-18-2015
- Office Locations
- 1
Office Locations
About Prosperity Road, LLC
Prosperity Road, LLC is a fiduciary wealth management firm focused on entrepreneurs and families navigating complex planning needs, including liquidity events, intergenerational wealth transfers, and tax optimization. The team builds a full-picture plan across retirement, estate and charitable planning, insurance/risk management, and investment planning with an emphasis on avoiding unnecessary risk. Custody options include Charles Schwab and Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
MICHAEL WILLIAM MCGRATH
President
- CRD
- --
- Ownership
- 10% but less than 25%
EMILY TUBOLA HERMENO
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- #4868466
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Taylor Makenzie Peters
Owner
- CRD
- #7581371
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,014,099 | $938,967 |
| Non-Discretionary | $3,297,583 | $3,297,583 |
| Total | $172,311,682 | $951,998 |
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Separately Managed Accounts
Total SMA Asset: $172,311,682
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $846,964,895 | 21.8% |
| U.S. Government/Agency | $1,017,911,938 | 26.2% |
| Municipal Bonds | $866,390,696 | 22.3% |
| Cash | $718,754,613 | 18.5% |
| Equity - Exchange | $435,137,928 | 11.2% |
| Total | $3,885,160,070 | 100.0% |