Prosperity Advisers, LLC
● SEC registered since 2020CRD 282998SEC# 801-119191Horsham, PA
Reg. AUM
$375.8M
Employees
8
Accounts
1,021
Location
Horsham, PA
Prosperity Advisers, LLC assets under management
Prosperity Advisers, LLC operates as an SEC-registered investment adviser based in Horsham, PA. The firm has been registered since 2020. It reports $375.8 million in regulatory assets under management and employs 8 people.
Prosperity Advisers, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Nmn Barram Control | Manager/Chief Compliance Officer | 50-75% | 2016 |
| Lisa Janea Barram Control | Manager | 50-75% | 2016 |
Frequently asked questions
How much does Prosperity Advisers, LLC manage?
Prosperity Advisers, LLC reports $375.8 million in regulatory assets under management on its Form ADV.
How many employees does Prosperity Advisers, LLC have?
Prosperity Advisers, LLC reports 8 employees.
Where is Prosperity Advisers, LLC located?
Prosperity Advisers, LLC is based in Horsham, PA and has been SEC-registered since 2020.
Does Prosperity Advisers, LLC disclose fund performance?
Prosperity Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 424 Dresher Road, Horsham, PA 19044 |
| Phone | 267-405-6166 |
| Fax | 267-405-6166 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2042930 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$375.8M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$375.8Mregulatory AUM
Discretionary $375.8M