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).

By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $163,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Prosperity Wealth Management, Inc.
Showing 41 - 46 of 46 top financial advisors.
41
Peter N. Xenias
CRD#: 1041256
653 West Chestnut St. 1st Fl, Lancaster, PA 17603

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.

42
Mark A. Young
CRD#: 2183899
19 Valley St. Po Box 115, Elsah, IL 62028

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.

43
Daniel A. Dague
CRD#: 2397866
333 E State Street, Alliance, OH 44601

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.

44
Mark D. Lind
CRD#: 5510156
Coraopolis, PA

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.

45
Mathew A. Lind
CRD#: 5546033
Clinton, PA

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.

46
Bruce R. Sinclair
CRD#: 7338009
Alexandria, VA

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.

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