FORM Prosperity Wealth Advisors, LLC

The firm provides discretionary asset management and integrated financial planning to a broad client mix that includes individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and corporate or business entities. Financial planning services are included for advisory clients and portfolios are managed under discretionary authority tailored to each client’s objectives, time horizon and risk tolerance.

The firm’s investment process draws on both fundamental and technical analysis and employs long‑ and short‑term purchase strategies with periodic account reviews and rebalancing. Its brochure discloses that client allocations may include mutual funds, ETFs and other underlying vehicles that can employ derivatives and alternative investments, with attendant leverage, liquidity and counterparty risks.

Operating as a single‑advisor firm, it manages roughly $112.9 million for about 306 clients, a client load per advisor that is unusual for independent solo practices. The advisor maintains outside business activities as a licensed insurance agent and Realtor and is involved in several real‑estate development LLCs — arrangements the firm discloses (including commission income and stated time allocations) and describes as potential conflicts of interest that are mitigated through disclosure and fiduciary procedures.