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PROSPERITY ADVISORY GROUP LLC
CRD 310720File 801-119613
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.0M
Below cohort median (national)
Discretionary AUM
$216.0M
Clients
244
790 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 13, 2020
- Principal office
- 50 SQUARE DRIVE, SUITE 220, VICTOR, NY, 14564
- Phone
- (585) 381-5900
- Website
- https://prosperityadv.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.0M
- Discretionary AUM
- $216.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 790
- Non-discretionary accounts
- 0
- Total accounts
- 790
- AUM per client
- $885K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $163.7M |
| Individuals (other than high net worth individuals) | 156 | $52.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.