LeadIQ logo
Learn more at LeadIQ.com
Prosperitus Wealth Advisors logo

Prosperitus Wealth Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Prosperitus Wealth Advisors is a small, boutique fiduciary firm based in Coral Springs, Florida. It serves high-net-worth individuals and families as a Personal CFO and Family Office, coordinating wealth across areas such as advanced tax strategies, equity compensation, business exits, estate planning, insurance, and legacy design. This approach positions the firm as a holistic resource for managing multiple facets of wealth.

The firm works with Prosperitus Wealth Accounting, an independent CPA firm, to integrate wealth management with tax planning into a cohesive service offering. This collaboration aims to provide a unified view of clients' financial affairs and to reduce complexity by aligning strategies across disciplines. Within the financial services landscape, Prosperitus presents itself as a small, service-oriented adviser focused on comprehensive wealth coordination for high-net-worth clients.

Find Prosperitus Wealth Advisors employees' phone numbers or email addresses

Prosperitus Wealth Advisors Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Prosperitus Wealth Advisors's Leadership

  • Stylized image of a person
    C. U.
    President, Chief Investment Officer
    Mobile Phone

Prosperitus Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Prosperitus Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. U.
    President, Chief Investment Officer
    Mobile Phone
    Jun 26, 2026

Frequently Asked Questions

What is Prosperitus Wealth Advisors known for?

Minus sign iconPlus sign iconProsperitus Wealth Advisors was founded in 2018 operates in the Financial Services industry. Explore Prosperitus Wealth Advisors's company overview page for more information.

What is Prosperitus Wealth Advisors's most common email format?

Minus sign iconPlus sign iconProsperitus Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Prosperitus Wealth Advisors email formats with LeadIQ.

How many employees does Prosperitus Wealth Advisors have currently?

Minus sign iconPlus sign iconProsperitus Wealth Advisors has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Prosperitus Wealth Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Prosperitus Wealth Advisors's key employees include:

  • President, Chief Investment Officer: C. U.

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.