Lurie Wealth Advisors, now Prosperity Email Format

Investment ManagementMinnesota, United States2-10 Employees

Lurie Wealth Advisors, now Prosperity, operates in the investment management sector and is based in Minneapolis, Minnesota. On August 1, the firm joined forces with Prosperity, expanding resources, services, and areas of expertise for clients and colleagues. Client securities are offered through DAI Securities, LLC, while advisory services are provided by Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities. The organization operates with a small team serving individuals seeking wealth planning and investment management. The collaboration places the firm within the investment management landscape by combining brokerage and advisory offerings under related entities and maintains a LinkedIn presence for its professional network.

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