$21MM AUM | $140,000 GDC in Sioux Falls, SD

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession
Location
Sioux Falls , SD, US
Fee 0% Commission 100%
$140,000
Gross Revenue
60
# of Accounts
55
Avg Client Age
Overview

Prosperity Wealth Management LLC is a fee only financial planning and wealth management firm. I am looking to acquire practices that have AUM and financial planning. I would also consider a merger if the culture and philosophy align.

Extended Profile Information

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