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Prosperitus Wealth Advisors

Updated today

Client assets under management

$69,300,000

Clients

227

11% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

57

Typical

Average account size

$305,286

About

Prosperitus Wealth Advisors provides wealth management and comprehensive financial planning primarily to business owners, entrepreneurs, executives and mass‑affluent individuals, including retirees and families. Its service menu covers portfolio management, retirement plan support and a range of specialty services such as 10b5‑1 sales plans, cashless stock‑option exercises, ESOPs, business valuations, hedging and monetization of concentrated equity positions, tax and estate planning, and insurance and annuity solutions.

The firm follows a structured planning process — assess, create, implement and manage — and combines behavioral, charting, cyclical, fundamental and technical analysis when constructing portfolios. Prosperitus typically pursues long‑term strategies aligned with client goals but will employ shorter‑term trades, sub‑advisors and a wide set of instruments (including ETFs, ETNs, alternative investments and crypto investment trusts) to address liquidity, risk tolerance and concentration matters.

Distinctive features include acting as the sponsor and portfolio manager of a wrap‑fee program and providing participant education seminars for business retirement plans (limited, upon request, to no more than twice per year), both of which are relatively uncommon among comparable team firms. The firm also discloses that some investment adviser representatives are licensed insurance agents who may receive commissions, a potential conflict it addresses in its disclosures, and emphasizes specialized work for business‑owner clients (employee benefits, succession planning and executive transactions).

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Social Security optimization Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Women Professionals

Fee options

Fixed

$1,500 to $30,000 for financial planning

Percentage

$0 - $99,999.99: Up to 2.0% $100,000 - $249,999.99: Up to 1.9% $250,000 - $499,999.99: $500,000 - $749,999.99: $750,000 - $999,999.99: $1,000,000 - $1,999,999.9: Up to 1.8% $2,000,000 - $4,999,999.99: $5,000,000 - $24,999.999.9: $25,000,000++:

Project-based

$200 to $300 per hour

Other

Fee-only: Hourly rate $200 to $300; Flat fees $1,500 to $30,000

Main office location

Prosperitus Wealth Advisors

2855 N University Drive, Suite 110

Coral Springs FL 33065, United States

Number of offices

1

Most active in

Florida · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alex F

Series 63, Series 65

Coral Springs, FL

Prosperitus Wealth Advisors

Alex Fouquet is a financial advisor with Prosperitus Wealth Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Bank United, City National Bank, Sogebank, and Citigroup Global Markets. He is also involved with AF Financial Services Consulting, LLC, a business related to financial services consulting. Prosperitus Wealth Advisors serves mass-affluent and high-net-worth individuals, business owners, and executives with comprehensive financial planning and portfolio management. The firm employs a structured planning process and a mix of analytical approaches, offering a broad range of services including estate and tax planning, retirement income strategies, and specialized corporate-capital services.

Retirement income strategy Social Security optimization Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Women Professionals
user avatar

Christian U

CFP®, CFA®, Series 66

Coral Springs, FL

Prosperitus Wealth Advisors

Christian Urbina is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at Prosperitus Wealth Advisors since 2020 and previously held roles at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Urbina serves on the Board of Directors for the Financial Planning Association, where he helps oversee pro-bono financial planning initiatives for the community. Prosperitus Wealth Advisors is a team-based firm serving mass-affluent and high-net-worth individuals, business owners, and executives. The firm offers comprehensive financial planning and portfolio management, employing a structured planning process and a mix of behavioral, fundamental, technical, and cyclical analysis to guide investment decisions.

Retirement income strategy Social Security optimization Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Women Professionals
user avatar

Paul Z

CFP®, Series 63, Series 66

Coral Springs, FL

Prosperitus Wealth Advisors

Paul Zoch is a CFP® with 23 years of industry experience, currently serving as an advisor at Prosperitus Wealth Advisors since 2020. His prior roles include positions at Avenir Private Advisors, Capital Guardian Wealth Management, and Wells Fargo Advisors. Outside of advising, he is involved in life insurance sales, tax preparation, and business software consulting. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management primarily for mass-affluent and high-net-worth individuals, business owners, executives, and retirees. The firm employs a structured planning process and combines behavioral, fundamental, technical, and cyclical analysis to support long-term and shorter-term investment strategies, offering a broad range of wealth management and specialized corporate-capital services.

Retirement income strategy Social Security optimization Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Women Professionals
user avatar

Maxime J

Series 66

Coral Springs, FL

Prosperitus Wealth Advisors

Maxime Jean Louis is a financial advisor at Prosperitus Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avenir Private Advisors and Kovack Securities. He also serves as Vice President of the Young Haitian Doctors Network, Inc., where he collaborates on strategic planning and financial sustainability. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management to mass-affluent and high-net-worth individuals, business owners, and executives. The firm employs a structured planning process and integrates multiple analytical approaches to investment decisions, offering a broad range of services including estate and tax planning, insurance, and specialized corporate-capital solutions.

Retirement income strategy Social Security optimization Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Women Professionals
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