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PROSPERIFI

Advisory

DES PLAINES, IL

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

Rank in IL

#1,095

of 1,719 advisers by AUM

Average account

$316K

across 234 accounts

AUM per adviser

$74M

1 advisers

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

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$303K

Discretionary %99.6%

Total Clients88

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX, WI

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

88 clients

39 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 IL

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

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MMF CAPITAL MANAGEMENT LLC

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MACRO WEALTH MANAGEMENT, INC.

$75M

THE CHANGE ADVISORY GROUP, LLC

$75M

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