Prosperiant Wealth Management, LLC

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Client assets under management

$50,000,000

Clients

55% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,063,830

About

Prosperiant Wealth Management, LLC provides discretionary portfolio management primarily for high-net-worth individuals, preparing an Investment Policy Statement for each client and offering ongoing portfolio monitoring. The firm generally advises on and invests in equities, fixed income securities, and exchange-traded funds.

PWM’s investment process emphasizes long-term trading guided by cyclical and fundamental analysis, with client objectives, tax considerations, and documented risk tolerances driving portfolio design. The adviser typically operates with discretionary trading authority and delivers monthly custodial account reports and quarterly reviews.

Distinctive operational features include a small, recently formed advisory practice managing roughly $50 million across about 47 clients with two advisors, and a requirement that clients custody assets at Schwab Institutional. PWM also does not aggregate (block) trades for multiple client accounts, will not accept proxy voting authority, and does not permit clients to impose investment restrictions based on values or beliefs, which differs from many peers.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing

Fee options

Percentage

1.00% annually

Other

Account minimum: $1,000,000

Main office location

Prosperiant Wealth Management, LLC

Westfield NJ, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

9737896818

Advisors at this firm

Mark C

Series 63, Series 66

Westfield, NJ

Prosperiant Wealth Management, LLC

Mark Cassidy is a financial advisor at Prosperiant Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Laidlaw Wealth Management, LLC, Laidlaw & Company (UK) Ltd., and Merrill Lynch. Prosperiant Wealth Management, LLC provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, tailoring portfolios based on client objectives, tax considerations, and risk tolerances.

Wealth management Passive / index investing

Patrick C

Series 63, Series 65

Westfield, NJ

Prosperiant Wealth Management, LLC

Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. His experience includes roles at Laidlaw Wealth Management prior to joining Prosperiant in 2023. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on long-term trading guided by cyclical and fundamental analysis. The firm manages approximately $50 million across about 47 clients and emphasizes customized investment policy statements and ongoing portfolio monitoring.

Wealth management Passive / index investing

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