RIA Intel›Advisers›New Jersey›PROSPERIANT WEALTH MANAGEMENT, LLC

PROSPERIANT WEALTH MANAGEMENT, LLC

Advisory

NJ

Data as of Jan 8, 2025 · Source: SEC Form ADV

Rank in NJ

#626

of 775 advisers by AUM

Average account

$459K

across 109 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2025.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

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

See plansIncluded with the Intelligence plan

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

47 clients

26 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 NJ

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

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R.G HURLEY & ASSOCIATES, INC.

WEST CALDWELL, NJ

$50M

ZOREA CAPITAL LP

$50M

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