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Financial Advisor

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

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Sioux Falls , SD, US
12 Month Gross Revenue
$140,000
Number of Accounts
60
Avg Client Age
55

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.

 
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