# Premier Prosperity Advisors LLC

> Premier Prosperity Advisors LLC is a state-registered investment advisory firm in Newtown, PA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 291571
- Filed as: PREMIER PROSPERITY ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newtown, PA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291571
- AdvisorCensus page: https://advisorcensus.com/firm/premier-prosperity-advisors-llc-newtown-pa-291571

## Quick answers

**How is Premier Prosperity Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Premier Prosperity Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Premier Prosperity Advisors LLC located?**
Premier Prosperity Advisors LLC's principal office is in Newtown, PA, according to its Form ADV.

**Is Premier Prosperity Advisors LLC registered with the SEC or a state?**
Premier Prosperity Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291571.

**How much does Premier Prosperity Advisors LLC manage?**
Premier Prosperity Advisors LLC reports $11,708,848 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (11% discretionary).

**What types of clients does Premier Prosperity Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Premier Prosperity Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291571

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,708,848
- Discretionary: $1,264,413
- Non-discretionary: $10,444,435

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,701,568 |
| High net worth individuals | Fewer than 5 | $9,920,564 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $86,716 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- premierprosperity.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Prosperity Advisors LLC (CRD 291571): Form ADV filing data as of October 2026.