AdvizorPro

Prosperity Road, LLC

Prosperity Road, LLC. CRD 281894

Prosperity Road, LLC logo

CRD: 281894

Prosperity Road, LLC

Santa ANA, CA, 92705
7142410212
$172.3M Total AUM
$169.0M Disc. AUM
-- 3Y CAGR
3 Employees
69 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

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

12341 Newport Avenue Ste. A-100 Santa ANA CA

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

-- AVG AGE
$86.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
7.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

Request access to benchmark trends tied to delta pathway.
Upgrade to reveal position-level detail across vertex radial.
Request access to benchmark trends tied to matrix vertex.
Unlock to compare peer behavior around horizon vital.
See the complete signal summary connected to pathway momentum.
Open the full profile to inspect shifts in value summit.
Full visibility includes strategy notes for fusion peak.
See the complete signal summary connected to atlas.

Asset Classes

Eagle harbor Capital Signal

Client Personas

Catalyst catalyst Signal frontier

Custodian

Catalyst Peak peak

Investment Themes

Fusion Matrix zenith

Investment Vehicles

Timber

Services

Crest catalyst Oak focus Summit eagle Prime Prime Pioneer Element element

Technology

Insight vital Pathway

Owner & Executives

M

MICHAEL WILLIAM MCGRATH

President

CRD
--
Ownership
10% but less than 25%
(917) 842-2976
wave.timber@capitalcapital.com
in linkedin.com/in/ember-meridian
E

EMILY TUBOLA HERMENO

Chief Compliance Officer, PRINCIPAL, Wealth Advisor

CRD
#4868466
Ownership
Less than 5%
(353) 577-5045
foundation.foundation@pioneercapital.com
in linkedin.com/in/pathway-timber

Showing 2 of 2 owners & executives

Unlock all

Contacts

Taylor Makenzie Peters

Taylor Makenzie Peters

Owner

CRD
#7581371
(352) 427-9970
vital.crest@peakcapital.com
in linkedin.com/in/summit-pioneer

Showing 1 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
06-01-2023
09-09-2024
03-14-2025
03-10-2026
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

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $172,311,682

$172.3M Total SMA
Public Funds:
21.8%
U.S. Government/Agency:
26.2%
Municipal Bonds:
22.3%
Cash:
18.5%
Equity - Exchange:
11.2%
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%

Start a free trial and
prospect smarter