RIA Intel›Advisers›Michigan›PROSPERITY WEALTH STRATEGIES LLC

PROSPERITY WEALTH STRATEGIES LLC

Advisory

BLOOMFIELD HILLS, MI

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in MI
#408
of 521 advisers by AUM
Average account
$526K
across 181 accounts
AUM per adviser
$48M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$95M
Discretionary %
100%
Clients
55
Employees
2

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$95M
Discretionary AUM$95M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

STEWARD CAPITAL MANAGEMENT, INC.
BLOOMFIELD HILLS, MI
$95M
-16.5% 1Y
DOCSA CAPITAL MANAGEMENT, INC.
PORTAGE, MI
$95M
COPPER BEECH TREE LLC
BLOOMFIELD HILLS, MI
$95M
-52.3% 1Y
LABOR-MANAGEMENT FUND ADVISORS,L.L.C.
TROY, MI
$95M
XLM CAPITAL MANAGEMENT, LLC
DEXTER, MI
$97M
-1.4% 1Y
THE BROCK GROUP, LLC
PLYMOUTH, MI
$94M

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