Prosus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,401,439
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,900,240
About
Prosus Wealth Management is an independent registered investment adviser operating as a single‑advisor firm that manages roughly $11.4 million for six clients. The firm provides discretionary investment management and financial planning to individuals and high‑net‑worth individuals, advising on stocks, mutual funds, ETFs, bonds, U.S. Treasuries, options and interests in limited partnerships.
The firm implements written investment policy statements and strategic asset allocations informed by Modern Portfolio Theory, often employing a core‑and‑satellite approach and a disciplined rebalancing process with at least quarterly reviews. Prosus may allocate client assets to third‑party turnkey managers (including AIM and ZIM) and provides retirement rollover guidance while acknowledging its ERISA/IRC fiduciary obligations.
Notable distinctions include the firm’s role as a fund sponsor/syndicator through an affiliated manager that operates the Prosus Capital Alpha Fund, a private real‑estate vehicle offered to qualified clients; the firm discloses that this activity (including approximately 40 hours per month devoted to fund operations) and related relationships create conflicts of interest and that it will not exercise discretionary authority over client investment decisions into the fund. The firm also discloses that its principal holds a New York life and health insurance license and that recommending insurance products and selecting third‑party managers that share fees can create additional conflicts, which it says are managed and disclosed.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Real estate investing
Charitable giving & philanthropy
Occupation focus
Executive
Fee options
Fixed fees for financial planning services starting at $2,500, and annual financial planning program fees up to $25,000
$0 - $1,500,000: 1.5% $1,500,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
$400 per hour for financial planning services
Minimum fee: Minimum annual retainer fee of $10,000 for fixed fee retainer services Fee-only: Fixed fee retainer ranging from $10,000 to $50,000 annually, billed quarterly; also fixed fees for financial planning (minimum $2,500) and annual financial planning program (up to $25,000 annually)
Main office location
Prosus Wealth Management
30 Wall Street, 8 Th Floor
New York NY 10005, United States
Number of offices
1
Most active in
Prosus Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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