Prosperitas Wealth Management LLC

Prosperitas Wealth Management LLC (CRD# 311310) is a financial advisory firm headquartered in Arlington, TX. They manage $11,531,928 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 120803, Arlington, TX 76012
https://www.linkedin.com/company/prosperitaswm/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $140,633
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Prosperitas Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Payne, financial advisor Forth Worth TX
Thomas H. Payne
CRD#: 4177697
Forth Worth, TX

Thomas Payne (CRD# 4177697) is an Investment Advisor Representative working at Prosperitas Wealth Management LLC in Forth Worth, TX and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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