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Prosperitus Wealth Advisors
Founded as a Florida-registered investment advisor, Prosperitus Wealth Advisors structures itself around the personal CFO model, coordinating advanced tax...
Prosperitus Wealth Advisors
Founded as a Florida-registered investment advisor, Prosperitus Wealth Advisors structures itself around the personal CFO model, coordinating advanced tax strategy, equity compensation, business exits, and estate planning for business owners and retirees. The firm collaborates with an independent CPA entity, Prosperitus Wealth Accounting, to deliver tax and wealth management under one roof. The firm's investment and planning approach targets business owners preparing for liquidity events, pre-retirees optimizing for income, and retirees focused on legacy. While it does not publish specific direct investment or fund commitment activity, its stated framework spans asset management, risk protection, and income distribution. Geographic focus is domestic, serving clients from its single Coral Springs office. Prosperitus emphasizes a team-based structure, marketing continuity beyond a single advisor relationship. The firm does not disclose total assets under management or deployment. No separate philanthropic foundation, real-asset arm, or external club membership is cited. The firm's structural differentiator lies in its dual-credential leadership requirement — combining CFP and CFA designations — and its integrated, in-house CPA collaboration, which creates a multidisciplinary architecture uncommon among boutique wealth managers.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Coral Springs
Corporate office
2855 N University Dr Suite 110, Coral Springs, FL 33065, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Prosperitus Wealth Advisors?
The firm has not named specific investment committee members or a CIO on its public materials. It markets its leadership collectively as holding both the CFP and CFA charters, implying that investment and planning decisions involve this credentialed team. Exact decision-making governance is not disclosed.
Does Prosperitus participate in fund commitments or only direct deals?
Prosperitus does not publicly detail its investment structures. Its web presence focuses on wealth planning, tax coordination, and income distribution rather than categorizing strategies as direct deals, fund commitments, or co-investments. Without a publicly available Form ADV Part 2A breakout, the mix remains undisclosed.
Which sectors does Prosperitus explicitly avoid?
No explicit sector exclusions are published. The firm's public language centers on planning for business owners and retirees, not on sector-specific investment mandates. Specific avoidance criteria would appear in client investment policy statements and are not publicly shared.
How is Prosperitus related to Prosperitus Wealth Accounting?
Prosperitus Wealth Accounting is an independent CPA firm that collaborates with Prosperitus Wealth Advisors to offer integrated tax and wealth management services. The two entities share a collaborative, co-branded approach — marketing 'one cohesive vision and one roof' — but Prosperitus Wealth Advisors does not itself provide legal or tax advice.
What investment stages does Prosperitus typically target?
The firm does not invest in operating companies or funds as a venture or private equity investor. Its work centers on personal financial stages: pre-exit business owners, pre-retirees, and retirees. There is no indication of stage-based private market investing.
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