PROSPERITY ADVISERS, LLC

580 Virginia Drive
Suite 310
Fort Washington, Pennsylvania 19034
Tel: 267-405-6166

About PROSPERITY ADVISERS, LLC

PROSPERITY ADVISERS, LLC, formally registered with the SEC as PROSPERITY ADVISERS, LLC. The firm was established in 07/31/2020. They have over 1 offices throughout the country.

PROSPERITY ADVISERS, LLC is a Fort Washington, Pennsylvania based Financial Planning firm with nearly $300,812,331 assets under management, offering retirement planning & investment advisory services to 988 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282998
SEC#	801-119191
Assets Managed by Firm	$300,812,331
No. of Clients	988
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	988	$300,812,331
Individuals (other than high net worth individuals)	169	$79,328,933
High net worth individuals	99	$221,483,398

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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