Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $217,168,317 in 1,330 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management217MILLION
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Total Number of Accounts1,330ACCOUNTS
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Average Account Value$163,284
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
Peter Xenias (CRD# 1041256) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Lancaster, PA and has over 39 years of experience in the finance industry.
Mark Young (CRD# 2183899) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Elsah, IL and has over 32 years of experience in the finance industry.
Daniel Dague (CRD# 2397866) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Alliance, OH and has over 19 years of experience in the finance industry.
Mark Lind (CRD# 5510156) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Coraopolis, PA and has over 13 years of experience in the finance industry.
Mathew Lind (CRD# 5546033) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Clinton, PA and has over 13 years of experience in the finance industry.
Bruce Sinclair (CRD# 7338009) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Alexandria, VA and has over 2 years of experience in the finance industry.