A complete list of active advisors currently associated with FORM Prosperity Wealth Advisors, LLC

Warmer can help you find a great advisor at FORM Prosperity Wealth Advisors, LLC or one who fits your needs even better.

FORM Prosperity Wealth Advisors, LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporations or business entities. The firm bills primarily as a percentage of assets under management and includes ongoing financial planning at no additional charge. The firm tailors portfolios to client goals and risk tolerances, using both fundamental and technical analysis and employing long‑ and short‑term strategies with discretionary trading authority and quarterly reviews. Its brochure discloses that client portfolios may include mutual funds, ETFs, REITs and alternative investments and notes the potential for underlying funds to employ derivatives, which the firm identifies as part of its security‑specific risk disclosures. Notable distinctions from peers include the principal’s outside business activities: the firm’s managing member is a licensed insurance agent and a licensed real estate professional and participates in multiple real‑estate development LLCs, with those roles and receipt of commissions disclosed as potential conflicts of interest. The firm also manages an unusually large number of client relationships for a single‑advisor independent firm (over 300 clients) and explicitly advises corporate or business clients in addition to individual investors.

To learn more about the advisors currently working at FORM Prosperity Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.