LeadIQ logo
Learn more at LeadIQ.com
Prosperian Wealth Management logo

Prosperian Wealth Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

Prosperian Wealth Management is a financial services firm based in New York City that serves individuals and families with wealth management and financial planning. It emphasizes a thoughtful, rigorous approach to helping clients manage their finances and make sense of their financial picture. The firm highlights a holistic, candid, and diligent process to guide decision-making and financial clarity. 

As a smaller to mid-sized firm, Prosperian positions itself on a personalized, service-driven end of the financial services spectrum. It is based in New York City, with further information available on its website at prosperianwealth.com.

Find Prosperian Wealth Management employees' phone numbers or email addresses

Prosperian Wealth Management Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Prosperian Wealth Management's Leadership

  • Managing Partner, Cfp at Prosperian Wealth Management
    T. L.
    Managing Partner, Cfp
    Mobile Phone
  • Partner at Prosperian Wealth Management
    J. R.
    Partner
    Mobile Phone
  • Partner at Prosperian Wealth Management
    A. C.
    Partner
    Mobile Phone
  • Financial Representative, Associate at Prosperian Wealth Management
    I. K.
    Financial Representative, Associate
    Mobile Phone
  • Associate at Prosperian Wealth Management
    M. M.
    Associate
    Mobile Phone
  • Financial Advisor at Prosperian Wealth Management
    N. B.
    Financial Advisor
    Mobile Phone
  • Associate at Prosperian Wealth Management
    J. H.
    Associate
    Mobile Phone
  • Administrative Assistant-Investments at Prosperian Wealth Management
    G. I.
    Administrative Assistant-Investments
    Mobile Phone

Prosperian Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Prosperian Wealth Management

Name
Title
Contact
Location
Last Update
  • Managing Partner, Cfp at Prosperian Wealth Management
    T. L.
    Managing Partner, Cfp
    Mobile Phone
    Aug 17, 2026
  • Partner at Prosperian Wealth Management
    J. R.
    Partner
    Mobile Phone
    May 28, 2026
  • Partner at Prosperian Wealth Management
    A. C.
    Partner
    Mobile Phone
    Oct 22, 2024
  • Financial Representative, Associate at Prosperian Wealth Management
    I. K.
    Financial Representative, Associate
    Mobile Phone
    Sep 04, 2026
  • Associate at Prosperian Wealth Management
    M. M.
    Associate
    Mobile Phone
    Sep 09, 2026
  • Financial Advisor at Prosperian Wealth Management
    N. B.
    Financial Advisor
    Mobile Phone
    Sep 15, 2026
  • Associate at Prosperian Wealth Management
    J. H.
    Associate
    Mobile Phone
    Oct 22, 2025
  • Administrative Assistant-Investments at Prosperian Wealth Management
    G. I.
    Administrative Assistant-Investments
    Mobile Phone
    Jun 25, 2026

Frequently Asked Questions

What is Prosperian Wealth Management known for?

Minus sign iconPlus sign iconProsperian Wealth Management was founded in 2010 and operates in the Financial Services industry. Explore Prosperian Wealth Management's company overview page for more information.

What is Prosperian Wealth Management's most common email format?

Minus sign iconPlus sign iconProsperian Wealth Management employees' email format typically follows the pattern of FLast@prosperianwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Prosperian Wealth Management email formats with LeadIQ.

How many employees does Prosperian Wealth Management have currently?

Minus sign iconPlus sign iconProsperian Wealth Management has approximately 33 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Prosperian Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Prosperian Wealth Management's key employees include:

  • Managing Partner, Cfp: T. L.
  • Partner: J. R.
  • Partner: A. C.
  • Financial Representative, Associate: I. K.
  • Associate: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.