RIA Intel›Advisers›Georgia›PROSPERITAGE WEALTH, LLC

PROSPERITAGE WEALTH, LLC

Advisory

GA

Data as of Jul 21, 2026 · Source: SEC Form ADV

Average account
$561K
across 13 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM
$7M
Discretionary %
0%
Clients
46
Employees
3

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$7M
Discretionary AUM$0
Non-Discretionary AUM$7M
Discretionary %0%
Total Clients46
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, NC, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

JPG WEALTH MANAGEMENT, LLC
MARIETTA, GA
$7M
ASPEN PARTNERS, LTD.
ATLANTA, GA
$7M
-93.0% 1Y
KANAKARIS AND ASSOCIATES
WOODSTOCK, GA
$8M
FINACURA ADVISORY LLC
CUMMING, GA
$8M
KV FINANCIAL ADVICE LLC
$8M
BRADLEY WEALTH GROUP, LLC
$7M

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