Prosperity Path Advisers, LLC

$5.7MAssets under management
as of May 2026 · SEC Form ADV
Visit website
1 person on Advicer connected to this.

Tech stack

No one at Prosperity Path Advisers, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $1M held · filed Feb 2023