RIA IntelAdvisersWisconsinPROSPERILUX LLC

PROSPERILUX LLC

Advisory

WI

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$250K
across 6 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
1
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLC
MILWAUKEE, WI
$1M
-65.8% 1Y
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
MILWAUKEE, WI
$1M
-69.1% 1Y
KOPP FINANCIAL, LLC
$2M
DIAMOND WEALTH PARTNERS, LLC
$1M
JESKE ASSET MANAGEMENT, LLC
$1M
CROSSOVER CAPITAL TRADING LLC
$2M

Get the full picture on PROSPERILUX LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PROSPERILUX LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans