PROSPERITY ADVISERS, LLC
CRD #282998 SEC #801-119191 FORT WASHINGTON, PA 267-405-6166
SEC Registered
Total AUM
$300.8M
Discretionary
$300.8M
Employees
7
Clients
251
Accounts
988
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $300.8M | $300.8M | $0 | 7 | 0 |
| Feb 2025 | $300.8M | $300.8M | $0 | 7 | 0 |
| Mar 2024 | $250.8M | $250M | $786.1K | 7 | 0 |
| Mar 2023 | $181.8M | $180.4M | $1.3M | 5 | 0 |
| Mar 2022 | $180.6M | $177.8M | $2.7M | 5 | 0 |
| Apr 2021 | $134.4M | $132.5M | $1.9M | 4 | 0 |
| Mar 2021 | $134.4M | $132.5M | $1.9M | 4 | 0 |
| Nov 2020 | $111.4M | $111.4M | $0 | 5 | 0 |
| Nov 2020 | $111.4M | $111.4M | $0 | 5 | 0 |
| Aug 2020 | $111.4M | $111.4M | $0 | 5 | 0 |
| Jun 2020 | $111.4M | $111.4M | $0 | 5 | 0 |
DateJul 2025
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$250.8M
Discretionary$250M
Non-Disc.$786.1K
Employees7
Clients0
DateMar 2023
Total AUM$181.8M
Discretionary$180.4M
Non-Disc.$1.3M
Employees5
Clients0
DateMar 2022
Total AUM$180.6M
Discretionary$177.8M
Non-Disc.$2.7M
Employees5
Clients0
DateApr 2021
Total AUM$134.4M
Discretionary$132.5M
Non-Disc.$1.9M
Employees4
Clients0
DateMar 2021
Total AUM$134.4M
Discretionary$132.5M
Non-Disc.$1.9M
Employees4
Clients0
DateNov 2020
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees5
Clients0