Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. (CRD# 174328) is a financial advisory firm headquartered in San Ramon, CA. They manage $243,370,500 in 1,611 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management243MILLION
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
Robert Skinner (CRD# 713347) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Seattle, WA and has over 30 years of experience in the finance industry.
Francis Snyder (CRD# 3177787) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 24 years of experience in the finance industry.
Tony Sonsini (CRD# 2758375) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 27 years of experience in the finance industry.
Harvey Tegeler (CRD# 2948050) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 26 years of experience in the finance industry.
William Thomson (CRD# 1287184) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 32 years of experience in the finance industry.
Jeremy Tyler (CRD# 4778054) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 19 years of experience in the finance industry.
Daniel Weimer (CRD# 1859854) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Mars, PA and has over 34 years of experience in the finance industry.
Kenneth Wessels (CRD# 5081070) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in San Ramon, CA and has over 17 years of experience in the finance industry.
Todd Wirick (CRD# 2229990) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Sylvania, OH and has over 28 years of experience in the finance industry.
Craig Wisner (CRD# 6008360) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Souderton, PA and has over 8 years of experience in the finance industry.