P
CRD: 312172
Prosus Wealth Management
NEW York, NY, 10005
2127098175
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2021
- Office Locations
- 1
Office Locations
30 Wall Street 8TH Floor NEW York NY
About Prosus Wealth Management
Prosus Wealth Management is a NEW York-based RIA. The firm has been operating for 5 years. Managing $11.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
66 AVG AGE
$11.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Summit Momentum North
Client Personas
Glacier insight
Investment Themes
Vertex alpha Insight
Investment Vehicles
Radial foundation
Services
North Momentum Peak Eagle fusion Meridian Harbor
Owner & Executives
FRANK EDWARD RIGGIO
Chief Compliance Officer, Chief Executive Officer, Managing Principal
- CRD
- #1590910
- Ownership
- 75% or more
(876) 849-1815
quantum.wave@summitcapital.com
in linkedin.com/in/zenith-atlas
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Charles Paniagua
--
- CRD
- #7322996
(737) 222-9829
eagle.vital@harborcapital.com
in linkedin.com/in/ridge-vector
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,401,439 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,401,439 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,401,439
Equity - Exchange:
20.8% Public Funds:
10.3% Cash:
18.6% Corporate - Investment Grade:
23.2% Municipal Bonds:
13.3% U.S. Government/Agency:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,259,014,609 | 20.8% |
| Public Funds | $623,454,349 | 10.3% |
| Cash | $1,125,849,602 | 18.6% |
| Corporate - Investment Grade | $1,404,285,525 | 23.2% |
| Municipal Bonds | $805,042,995 | 13.3% |
| U.S. Government/Agency | $835,307,769 | 13.8% |
| Total | $6,052,954,849 | 100.0% |