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Prosperity Advisers, LLC

● SEC registered since 2020CRD 282998SEC# 801-119191Fort Washington, PA
Export (members)
Reg. AUM
$300.8M
Employees
7
Accounts
988
Location
Fort Washington, PA

Prosperity Advisers, LLC assets under management

Prosperity Advisers, LLC operates as an SEC-registered investment adviser based in Fort Washington, PA. The firm has been registered since 2020. It reports $300.8 million in regulatory assets under management and employs 7 people.
www.prosperityadvisers.comView on SEC.gov ↗

Prosperity Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Nmn Barram ControlManager/Chief Compliance Officer50-75%2016
Lisa Janea Barram ControlManager50-75%2016

Frequently asked questions

How much does Prosperity Advisers, LLC manage?

Prosperity Advisers, LLC reports $300.8 million in regulatory assets under management on its Form ADV.

How many employees does Prosperity Advisers, LLC have?

Prosperity Advisers, LLC reports 7 employees.

Where is Prosperity Advisers, LLC located?

Prosperity Advisers, LLC is based in Fort Washington, PA and has been SEC-registered since 2020.

Does Prosperity Advisers, LLC disclose fund performance?

Prosperity Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address580 Virginia Drive, Suite 310, Fort Washington, PA 19034
Phone267-405-6166
Fax267-405-6166
Office hours8:30 - 4:30
SEC regionPhiladelphia Regional Office (PLRO)
CIK2042930
Discloses disciplinary historyYes

Assets under management

Discretionary$300.8M
Non-discretionary$0
Total (RAUM)$300.8M