# Prosperity Advisory Group

Prosperity Advisory Group is a Bank / Wealth / Trust based in Victor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Victor, United States
- **Region:** North America
- **Address:** 50 Square Drive, Suite 220, Victor, NY 14564, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** prosperityadv.com
- **LinkedIn:** https://www.linkedin.com/company/prosperity-advisory-group

## Regulatory record

- **CRD number:** 310720
- **SEC file number:** 801-119613
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310720

## About

Founded in 2020 and headquartered in Victor, New York, the firm provides financial planning and investment advisory services to individuals, high net worth individuals, and businesses. The firm's website describes a client-centered approach that spans early careers, college planning, retirement, long-term care, and legacy needs. Prosperity Advisory Group states it develops personalized financial plans supported by portfolio management. The firm does not publicly disclose its asset allocation, specific investment strategies, or named portfolio holdings. No details on direct investments, fund commitments, or co-investment vehicles are available from primary sources as of mid-2026. The firm lists a single office in Victor, New York. No team size or named principals are publicly disclosed on its website. The firm does not mention any adjacent vehicles, philanthropic foundations, or affiliated operating businesses. Prosperity Advisory Group functions as a local, planning-led wealth manager without a disclosed institutional footprint. Its structural posture is defined by its absence of public detail — no published AUM, no named investment leads, and no visible participation in institutional co-investment circles or club-deal networks.

## Questions

### Who runs investment decisions at Prosperity Advisory Group?

The firm does not publicly name any principals, investment committee members, or portfolio managers on its website. No executive leadership is disclosed.

### How does Prosperity Advisory Group source its clients?

The firm markets itself as a local, client-centered wealth manager serving individuals, high net worth individuals, and businesses. No institutional or intermediary distribution channels are described on its site.

### Does Prosperity Advisory Group disclose its assets under management?

No. The firm does not publish an AUM figure on its website, in regulatory filings, or through press releases as of mid-2026.

### What is Prosperity Advisory Group's investment approach?

The firm describes a holistic approach, developing personalized financial plans that include portfolio management. No asset-class mix, portfolio construction methodology, or investment policy statement is publicly shared.

### Does Prosperity Advisory Group participate in direct deals, fund commitments, or co-investments?

There is no public evidence that the firm engages in direct private investments, venture capital, private equity, or co-investment activity alongside external managers.

## Related profiles

- [Prosperitus Wealth Advisors](https://altss.com/profile/prosperitus-wealth-advisors)
- [Prosperity Capital Management](https://altss.com/profile/prosperity-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

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