Prophet Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prophet Wealth Management provides discretionary portfolio management and general financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm reports about $80.4 million in discretionary assets across roughly 274 client relationships and also offers hourly consulting when clients have no assets to supervise.
The firm’s investment process combines traditional research with quantitative techniques such as optimization algorithms, computer‑based risk/return analysis, and statistical models to construct allocations using mutual funds, ETFs, and individual equity and fixed‑income securities. Prophet typically operates under discretionary authority, conducts regular portfolio reviews, and uses third‑party tools and custodial relationships to implement and monitor client strategies.
Notable distinctions disclosed in the brochure include a contractual transition‑assistance arrangement with its custodian (LPL Financial LLC) in the form of a multi‑year forgivable loan and related institutional services, which the firm identifies as a material conflict of interest. The brochure also notes the firm’s principal owns several outside business entities and that its advisors are paid by salary and bonus rather than by product commissions.
Client services
Expertise
Fee options
$100,000 - $999,999: 1.50% annually $1,000,000+: 1.00% annually
$150 per hour
Account minimum: $100,000 Minimum fee: Implied minimum fee of $1,500 based on minimum account size of $100,000
Main office
708 57th Street
Kenosha WI 53140
Advisors at this office
2
Most active in
Illinois · Texas · Wisconsin
Also doing business as
Prophet Asset Management · Prophet Asset Management , Inc. · Prophet Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Marc H
Series 63
Kenosha, WI
Prophet Wealth Management
Marc Hujik is a financial advisor with Prophet Wealth Management in Kenosha, WI, holding a Series 63 designation and 27 years of industry experience. He has worked at Prophet Asset Management since 1999. Outside of his advisory role, he is a founder of South Port Bank in Kenosha and manages a winery and vineyard in Oregon. Prophet Wealth Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of traditional research and quantitative techniques to construct client portfolios, primarily operating under discretionary authority.
Carilu R
Series 63, Series 65
Kenosha, WI
Prophet Wealth Management
Carilu Robinson is a financial advisor at Prophet Wealth Management in Kenosha, WI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she operated Nutrition Peace for 11 years. Prophet Wealth Management offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of traditional research and quantitative techniques to construct diversified portfolios and manages approximately $80.4 million in discretionary assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)