# Prosperiant Wealth Management

Prosperiant Wealth Management is a Bank / Wealth / Trust based in Westfield, NJ & New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westfield, NJ & New York, United States
- **Region:** North America
- **Address:** New Jersey, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** prosperiantwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/prosperiant-wealth-management

## Regulatory record

- **CRD number:** 326731
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-01-08T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326731

## About

Founded in 2023, Prosperiant Wealth Management operates from New Jersey as an independent registered investment advisor, built to serve high-net-worth individuals through a consolidated offering of asset management, financial planning and risk management. The firm publicly names Charles Schwab as its custodian, Morningstar for research and analytics, and Envestnet as a solutions partner. The firm manages client assets through time-tested strategies that align portfolio allocations with individual risk tolerances. Its account coverage spans 401(k) rollovers, IRAs, brokerage accounts, trusts, 529 plans, inheritances, structured settlements, cash management, pension plans and endowments. The geographic footprint is concentrated in the New Jersey market, where the firm positions itself as a local, trustworthy advisor. Team size and assets under management are not publicly disclosed; the firm has published no fund closes or named portfolio company stakes. Partnership relationships with Schwab, Morningstar and Envestnet form the operational backbone, while the firm emphasizes a balance of return maximization and risk mitigation across client portfolios. Structurally, Prosperiant distinguishes its investment philosophy through a personal-alignment principle — the firm states it manages client money the same way it manages its own.

## Sectors

- Wealth Management

## Questions

### Who are Prosperiant's primary service providers?

The firm publicly lists three partners: Charles Schwab as custodian and administrator of assets, Morningstar for research and analytics, and Envestnet as a complex solutions partner. These relationships anchor Prosperiant's operational and investment infrastructure.

### Where does Prosperiant Wealth Management operate geographically?

The firm is based in New Jersey and markets itself specifically to New Jersey-based high-net-worth individuals. No additional offices or multi-state registrations have been identified from available public disclosures.

### Is Prosperiant Wealth Management affiliated with a larger financial institution?

No. Prosperiant was founded as an independent registered investment advisor in 2023 and does not disclose any parent company, private equity backing or roll-up affiliation. Its website presents it as a standalone advisory practice.

## Related profiles

- [Prosper Fund](https://altss.com/profile/prosper-fund)
- [Prosperitas Financial](https://altss.com/profile/prosperitas-financial)

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Last updated: 2026-08-11T02:43:31.692Z

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