RIA Intel›Advisers›Colorado›FTC PROSPERITY ADVISORS

FTC PROSPERITY ADVISORS

Advisory

FORT COLLINS, CO

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$159K

across 143 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$22M

Non-Discretionary AUM$1M

Discretionary %95.6%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

RCS WEALTH MANAGEMENT CORP

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$23M

NVEST ADVISORS, LLC

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$23M

JD YEAGER & CO L.L.C.

$23M

ELLIOTT FINANCIAL, LLC

$23M

WINDMILLER LLC

LITTLETON, CO

$22M

DWM FAMILY WEALTH

$23M

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