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- Custodian
- Charles Schwab & Company · Jefferson National Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2003
- Office Locations
- 1
Office Locations
About THE Prosperity People
The Prosperity People provides a whole-life “Personal CFO” service for individuals, pairing goal-based financial planning with ongoing education and accountability. The firm also supports business owners and entrepreneurs with planning across insurance, estate, retirement and succession needs, alongside discretionary portfolio management built primarily with ETFs. Custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MACKEY MIRIAM MCNEILL
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, President
- CRD
- #2872751
- Ownership
- 75% or more
Sarah Grace Mohr
Owner, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Anjana Batra
--
- CRD
- #8087101
JOHN P NUNAN II
Portfolio Manager
- CRD
- #6045650
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,100,000 | $279,038 |
| Non-Discretionary | $1,900,000 | $146,154 |
| Total | $147,000,000 | $275,797 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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