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PROSPERITUS WEALTH ADVISORS, LLC

Advisory

CORAL SPRINGS, FL

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

Rank in FL
#1,480
of 2,610 advisers by AUM
Average account
$156K
across 446 accounts
AUM per adviser
$17M
4 advisers

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

Total AUM
$69M
Discretionary %
97%
Clients
236
Employees
6

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$69M
Discretionary AUM$67M
Non-Discretionary AUM$2M
Discretionary %97%
Total Clients236
Team
Total Employees6
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

ADVANCED INVESTMENT MANAGEMENT LLC
NAPLES, FL
$69M
CLIENT FOCUSED FINANCIAL, LLC
SAINT PETERSBURG, FL
$70M
VISTA FINANCIAL ADVISORS, INC.
PONTE VEDRA BEACH, FL
$69M
-33.2% 1Y
KEY CAPITAL ADVISORS, INC.
MIAMI, FL
$70M
-12.5% 1Y
CLEAR HARBOR WEALTH MANAGEMENT LLC
DESTIN, FL
$70M
ATLAS FINANCIAL ADVISORS, LLC
BOCA RATON, FL
$70M

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