FORT LAUDERDALE, FLCRD 174328Latest ADV March 31, 2026
Prosperity Wealth Management, Inc. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 31, 2026, reports $484M in regulatory assets under management, 53 employees, 47 offices, and 3,055 accounts.
Assets Under Management
$484M
Employees
53
Offices
47 offices
Total Clients
2,249
Primary office
FORT LAUDERDALE, FL
2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.1% of total clients.
Top client categories% of clientsClients
1
Individuals
96.1%
2,162
2
HNWI
2.5%
57
3
Pension Plans
0.9%
20
4
Charitable
0.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$484Mas of March 31, 2026
Discretionary100.0%
$484M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$484M
Total Accounts3,055
10Y AUM Change+$444M (+1109.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee42:1
10Y Employee Change+28 (+112.0%)
* 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.