Prosperitus Wealth

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

11555 Heron Bay Blvd Ste 305, Coral Spri...

Phone Number

(954) 400-1470

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1

About Prosperitus Wealth

Prosperitus Wealth Advisors specializes in personalized financial planning and wealth management services, including investment management, retirement planning, and tax strategies. They cater to individuals and businesses in Parkland, Coral Springs, and Broward County, focusing on tailored financial solutions that align with clients' unique goals. The firm emphasizes a holistic approach and upholds high fiduciary standards to ensure client-centric service. Their diverse offerings include services like Legacy Guard, EduSmart Futures, and Business 401(k) Empowerment, aimed at securing financial well-being and prosperity for their clients.Explore more
Prosperitus Wealth's Social MediaPopular SearchesProsperitus WealthProsperitus Wealth AdvisorsProsperitus Consulting LLCChristian E UrbinaProsperitus Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Prosperitus Wealth Org Chart

PhoneEmail
Christian Urbina, President & Chief Investment Officer at Prosperitus Wealth
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosperitus Wealth

<$5M
1-10
Private
-
2011
Christian Urbina, President & Chief Investment Officer at Prosperitus Wealth
Christian UrbinaPresident & Chief Investment Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$8M
1-10
Private
-
2011
Helen Stephens, Certified Financial Planner & Retirement Tax Planner & Founder & President at Aspen Wealth Management
Helen StephensCertified Financial Planner & Retirement Tax Planner & Founder & President
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Prosperitus Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prosperitus Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prosperitus Wealth.

Prosperitus Wealth Tech Stack

A closer look at the technologies used by Prosperitus Wealth

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Frequently Asked Questions Regarding Prosperitus Wealth

What is Prosperitus Wealth's official website?
Prosperitus Wealth's official website is www.prosperituswealth.com
What is Prosperitus Wealth's Revenue?
Prosperitus Wealth's revenue is <$5 Million
What is Prosperitus Wealth's SIC code?
Prosperitus Wealth's SIC: 62,628
What is Prosperitus Wealth's NAICS code?
Prosperitus Wealth's NAICS: 52,523
How many employees does Prosperitus Wealth have?
Prosperitus Wealth has 1-10 employees
What industry does Prosperitus Wealth belong to?
Prosperitus Wealth is in the industry of: Finance, Securities Trading
What is Prosperitus Wealth competition?
Prosperitus Wealth top competitors include: Hull Wealth Management, Charles Carroll Financial Partners, Aspen Wealth Management, Focus Financial Network
What technology does Prosperitus Wealth use?
Some of the popular technologies that Prosperitus Wealth uses are: Sentry, Cloudflare CDN, Squarespace Online Stores, Google Cloud Web Serving
How do I contact Prosperitus Wealth?
Prosperitus Wealth contact info: Phone number: (954) 400-1470 Website: www.prosperituswealth.com
What does Prosperitus Wealth do?

Prosperitus Wealth Advisors specializes in personalized financial planning and wealth management services, including investment management, retirement planning, and tax strategies. They cater to individuals and businesses in Parkland, Coral Springs, and Broward County, focusing on tailored financial solutions that align with clients' unique goals.... The firm emphasizes a holistic approach and upholds high fiduciary standards to ensure client-centric service. Their diverse offerings include services like Legacy Guard, EduSmart Futures, and Business 401(k) Empowerment, aimed at securing financial well-being and prosperity for their clients.Read More

What are Prosperitus Wealth social media links?
Prosperitus Wealth Linkedin page Prosperitus Wealth Twitter page Prosperitus Wealth Facebook page
Is Prosperitus Wealth a public company?
Prosperitus Wealth is private company therefore does not currently have an official ticker symbol
See more information about Prosperitus Wealth

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