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PROSPERITY PATH ADVISERS, LLC

Advisory

DE

Data as of May 20, 2026 · Source: SEC Form ADV

AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$195K
across 29 accounts
AUM per adviser
$6M
1 advisers
Filing history
5
filings since 2022

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$6M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$5M
Non-Discretionary AUM$202K
Discretionary %96.4%
Total Clients16
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingJul 28, 2022
Latest FilingMay 20, 2026
Full AUM trend chart and 5 historical filings spanning 4+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

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