# Prosperity Path Advisers, LLC

> Prosperity Path Advisers, LLC is a state-registered investment advisory firm in Vero Beach, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 319614
- Filed as: PROSPERITY PATH ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vero Beach, FL
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319614
- AdvisorCensus page: https://advisorcensus.com/firm/prosperity-path-advisers-llc-vero-beach-fl-319614

## Quick answers

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

**Where is Prosperity Path Advisers, LLC located?**
Prosperity Path Advisers, LLC's principal office is in Vero Beach, FL, according to its Form ADV.

**Is Prosperity Path Advisers, LLC registered with the SEC or a state?**
Prosperity Path Advisers, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 319614.

**How much does Prosperity Path Advisers, LLC manage?**
Prosperity Path Advisers, LLC reports $5,662,885 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (96% discretionary).

**How have Prosperity Path Advisers, LLC's assets and staff changed since 2022?**
In the Form ADV data for Prosperity Path Advisers, LLC: Regulatory assets under management: $0 in the October 2022 data and $5,662,885 in the October 2026 data. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prosperity Path Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (8).

**Does Prosperity Path Advisers, 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/319614

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,662,885
- Discretionary: $5,460,831
- Non-discretionary: $202,054

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $914,733 |
| High net worth individuals | 8 | $4,748,152 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | August 29, 2022 |
| October 2026 | $5,662,885 | 1 | May 20, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $5,662,885 in the October 2026 data.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prosperity Path Advisers, LLC (CRD 319614): Form ADV filing data as of October 2026.