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Prosperitas Financial, LLC

EST. AUM
$812,462,629

CONTACTS
5

CLIENT ACCOUNTS
4,890

Firm Details

Metro area Los Angeles
CRD Number 315768
Website prosperitasfin.com
Client types

Overview

Prosperitas Financial, LLC is a fiduciary RIA based in Valencia and Irvine, California. Established in 2020 (advisory operations began in 2021), it's equally owned by four partners: Christopher Ingram, Mark Petersen, Scott Zimmerman, and Robert Clark. The firm manages approximately $612.7 million in AUM, predominantly discretionary. It delivers personalized financial guidance through asset management, comprehensive portfolio, retirement, and consulting services, emphasizing tailored portfolios aligned with clients’ goals and risk tolerance. The firm also advises financial institutions and collaborates with third-party managers under a fiduciary standard.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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