The Prosperity People
The Prosperity People is an SEC-registered mass-market adviser in Bellevue, KY with $147.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns The Prosperity People: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124957, SEC 801-123671, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $147.0M (2026-02-02)
- Firm type
- Mass-Market Adviser
- Location
- Bellevue, KY
- Employees
- 6
- Clients
- 170
- CRD
- 124957
- Ownership
- MCNEILL, MACKEY; MCNEILL, MACKEY, MIRIAM; PULSFORT, ANDREW, JAMES; Mohr, Sarah, Grace
How much AUM does The Prosperity People have?
The Prosperity People reported $147.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns The Prosperity People?
Disclosed owners and executives of The Prosperity People include MCNEILL, MACKEY, MCNEILL, MACKEY, MIRIAM, PULSFORT, ANDREW, JAMES, Mohr, Sarah, Grace. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.