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PROSPERITUS WEALTH ADVISORS
PROSPERITUS WEALTH ADVISORS, LLC
CRD 306630
2855 N UNIVERSITY DRIVE, SUITE 110, CORAL SPRINGS, FL, 33065, United States
Phone
954 400-1470
Fax
(954) 756-7041
Registration
— (—)
Source
State registered
Total AUM
$69.4M
Discretionary AUM
$67.3M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $26.6M |
| High net worth individuals | 25 | $42.7M |
| Pension/profit sharing plans | 9 | $100K |
All web addresses on file
Official SEC filing: View on IAPD