The Prosperity People is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, KY. Its latest Form ADV filing, dated February 2, 2026, reports $147M in regulatory assets under management, 6 employees, and 533 accounts.
Top client segmentIndividuals represent 75.3% of total clients.
Top client categories% of clientsClients
1
Individuals
75.3%
128
2
HNWI
24.1%
41
3
Charitable
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of February 2, 2026
Discretionary98.7%
$145M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$147M
Total Accounts533
10Y AUM Change+$23M (+18.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.