RIA Intel›Advisers›Kentucky›PROSPERITY ASSET MANAGEMENT, LLC

PROSPERITY ASSET MANAGEMENT, LLC

Advisory

LOUISVILLE, KY

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

Rank in KY

#129

of 136 advisers by AUM

Average account

$61K

across 923 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients195

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IN, KY, OH, TX

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

195 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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