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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital capitalAtlas
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
About Prosperity Wealth Management
Prosperity Wealth Management is an independent advisor providing holistic, comprehensive financial and life planning for retail clients, with ongoing guidance and long-term planning. The firm builds portfolios using ETFs and mutual funds with fixed-income allocations and supports goals like retirement, estate and charitable planning. Custodied at Charles Schwab, and offers an education-focused resource center for timely client insights.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NATALIE MAGEN BOOKER
--
- CRD
- --
- Ownership
- 50% but less than 75%
BRIAN EMERSON BOOKER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4649011
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,200,000 | $212,302 |
| Non-Discretionary | $0 | -- |
| Total | $57,200,000 | $212,302 |
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Separately Managed Accounts
Total SMA Asset: $57,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $187,374,823 | 6.6% |
| Corporate - Investment Grade | $814,796,579 | 28.7% |
| Equity - OTC | $803,440,529 | 28.3% |
| Municipal Bonds | $610,387,681 | 21.5% |
| U.S. Government/Agency | $423,012,857 | 14.9% |
| Total | $2,839,012,469 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST NORTH | OPTIMA BRIDGE | XDXR8TSRG | RWY | 0.66% | $68,804,586 |
| ELEMENT WAVE | GLACIER VERTEX | SFJ8TCRL7 | BYEZ | 7.72% | $69,961,233 |
| CAPITAL MATRIX | ELEMENT VALUE | 5L8PM5T05 | JZMZO | 10.23% | $90,658,212 |
| MERIDIAN SIGNAL ZENITH | EAGLE UNISON | D033G6T0E | IZC | 12.50% | $118,765,921 |
| NORTH EMBER VALUE | MERIDIAN TIMBER | 13KN4428V | DMQU | 5.28% | $66,490,607 |
| FOCUS PEAK DELTA | PATHWAY HORIZON | 9CUBBKL4G | HIX | 1.80% | $104,988,918 |
| MERIDIAN CAPITAL WAVE | TIMBER SIGNAL | 23I0M782V | YTI | 2.26% | $44,036,206 |
| EAGLE PIONEER | CATALYST PATHWAY | 49Y2L3BT6 | HHDO | 4.08% | $46,086,142 |