Prosperity Wealth Management

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

10955 Lowell Ave Ste 920, Overland Park,...

Phone Number

(913) 529-0100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Prosperity Wealth Management

Prosperity Wealth Management, LLC is an independent financial consulting firm based in Overland Park, KS, dedicated to guiding clients on their path to financial well-being. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax strategies. The firm emphasizes personalized strategies and objective advice tailored to the unique needs of their clients. Their mission is to build lasting relationships through thoughtful financial insights and comprehensive life planning.Explore more
Prosperity Wealth Management's Social MediaPopular SearchesProsperity Wealth Management LLCpwmadvisory.comMark A CarnesMark A Carnes CfpMark A Carnes, CFPSIC Code 62,628NAICS Code 52,523Show more

Prosperity Wealth Management Org Chart

PhoneEmail
MC
United States flag for contact location.

Partner and Financial Planner

PhoneEmail
KC
United States flag for contact location.

Assistant To Mark A. Carnes, CFP

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prosperity Wealth Managem...

<$5M
1-10
Private
-
2020
MC
Mark CarnesPartner and Financial Planner
$6.5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1998
BO
Brian O'DellVice President, CFP CERTIFIED FINANCIAL PLANNER Professional
<$5M
1-10
Private
-
2010
MM
Michael MooreFinancial Advisor
<$5M
1-10
Private
-
-
AK
Athena KostroProject Manager, Administrative
<$5M
1-10
Private
-
2012
TB
Timothy BurressIndependent Financial Advisor
<$5M
1-10
Private
-
2007
KR
Kevin RidenourCertified Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prosperity Wealth Management Tech Stack

A closer look at the technologies used by Prosperity Wealth Management

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Frequently Asked Questions Regarding Prosperity Wealth Management

What is Prosperity Wealth Management's official website?
Prosperity Wealth Management's official website is www.pwmadvisory.com
What is Prosperity Wealth Management's Revenue?
Prosperity Wealth Management's revenue is <$5 Million
What is Prosperity Wealth Management's SIC code?
Prosperity Wealth Management's SIC: 62,628
What is Prosperity Wealth Management's NAICS code?
Prosperity Wealth Management's NAICS: 52,523
How many employees does Prosperity Wealth Management have?
Prosperity Wealth Management has 1-10 employees
What industry does Prosperity Wealth Management belong to?
Prosperity Wealth Management is in the industry of: Finance, Securities Trading
What is Prosperity Wealth Management competition?
Prosperity Wealth Management top competitors include: DC Strategies, Solid Rock Financial Planning, Equilibria Wealth Management, delco financial services
What technology does Prosperity Wealth Management use?
Some of the popular technologies that Prosperity Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, Font Awesome
How do I contact Prosperity Wealth Management?
Prosperity Wealth Management contact info: Phone number: (913) 529-0100 Website: www.pwmadvisory.com
What does Prosperity Wealth Management do?

Prosperity Wealth Management, LLC is an independent financial consulting firm based in Overland Park, KS, dedicated to guiding clients on their path to financial well-being. They offer a range of services including retirement planning, investment management, estate planning, insurance, and tax strategies. The firm emphasizes personalized strategies... and objective advice tailored to the unique needs of their clients. Their mission is to build lasting relationships through thoughtful financial insights and comprehensive life planning.Read More

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

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