CRD: 301923
Prosperity Wealth Strategies LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-22-2019
- Office Locations
- 2
Office Locations
About Prosperity Wealth Strategies LLC
Prosperity Wealth Strategies is an independent wealth management firm serving individuals and families with $2–10M in assets. The team delivers an integrated approach spanning financial and estate planning, trust administration and management, advanced tax strategies, and philanthropic giving, coordinating with clients’ other professionals. Custodied at Charles Schwab, with planning-led portfolio construction focused on asset allocation and risk management.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
NICOLE GOPOIAN WIRICK
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5394960
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Peter Francis Hamburger
--
- CRD
- #5391375
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,249,626 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,249,626 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing