RIA Intel›Advisers›New York›PROSPERITY ADVISORY GROUP LLC

PROSPERITY ADVISORY GROUP LLC

Advisory

N·VICTOR, NY

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM
$216M
1-Year AUM Growth
+11.3%
3-Year CAGR
+65.5%
Employees
3
Assets Under Management
Total AUM$216M
Discretionary AUM$216M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients240
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingSep 11, 2020
Latest FilingJul 10, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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