Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. is a registered investment adviser headquartered in San Ramon, California. The firm was founded to provide holistic wealth management services to successful individuals, business owners, and their families. As an EisnerAmper Company, it delivers tax-efficient planning, financial strategies, and objective investment advice, aiming to promote long-term financial wellbeing. Prosperity Wealth Management has around 50 employees and oversees hundreds of client accounts, primarily serving individuals (including high net worth) and charitable organizations.
Investment Strategy
Prosperity Wealth Management employs a comprehensive, client-centered approach, focusing on tax-efficient planning and personalized strategies. The firm emphasizes understanding each client's unique circumstances and family dynamics, addressing objectives such as wealth accumulation, retirement readiness, and legacy planning. Its investment philosophy is grounded in collaboration, thoughtful analysis, and the integration of financial and business assets to support the long-term financial success of their clients.
Top Holdings
Equity Positions (221)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 7.90% | $21.3M | 872,599 | $18.45 | $24.44 | +$3.5M |
S SCHG | SCHWAB STRATEGIC TR | 7.52% | $20.3M | 694,578 | $20.86 | $29.21 | +$4.8M |
V VOO | VANGUARD INDEX FDS | 5.09% | $13.7M | 24,178 | $482.77 | $568.03 | +$534.8K |
Q QQQ | INVESCO QQQ TR | 4.06% | $11.0M | 19,874 | $459.64 | $551.64 | +$1.1M |
M MSFT | MICROSOFT CORP | 3.14% | $8.5M | 17,044 | $268.92 | $497.41 | +$1.7M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AMD | ADVANCED MICRO DEVICES INC | Sold | Call | $56.8K | 4 | $141.90 | $102.82 | -1 | +$5.4K |
C CLS | CELESTICA INC | — | Call | $15.6K | 1 | $156.11 | $78.81 | 0 | +$7.7K |