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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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