Prosperiant Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prosperiant Wealth Management, LLC provides discretionary portfolio management primarily for high-net-worth individuals, preparing an Investment Policy Statement for each client and offering ongoing portfolio monitoring. The firm generally advises on and invests in equities, fixed income securities, and exchange-traded funds.
PWM’s investment process emphasizes long-term trading guided by cyclical and fundamental analysis, with client objectives, tax considerations, and documented risk tolerances driving portfolio design. The adviser typically operates with discretionary trading authority and delivers monthly custodial account reports and quarterly reviews.
Distinctive operational features include a small, recently formed advisory practice managing roughly $50 million across about 47 clients with two advisors, and a requirement that clients custody assets at Schwab Institutional. PWM also does not aggregate (block) trades for multiple client accounts, will not accept proxy voting authority, and does not permit clients to impose investment restrictions based on values or beliefs, which differs from many peers.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $1,000,000
Main office
Westfield NJ
Advisors at this office
2
Most active in
New Jersey
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Mark C
Series 63, Series 66
Westfield, NJ
Prosperiant Wealth Management, LLC
Mark Cassidy is a financial advisor with Prosperiant Wealth Management, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Laidlaw Wealth Management, LLC and Laidlaw & Company (UK) Ltd., as well as Merrill Lynch. Prosperiant Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, with portfolio design driven by client objectives, tax considerations, and documented risk tolerances.
Patrick C
Series 63, Series 65
Westfield, NJ
Prosperiant Wealth Management, LLC
Patrick Ceccacci is a financial advisor at Prosperiant Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Laidlaw Wealth Management, Bank of America, Merrill Lynch, and VOYA Financial Advisors. Prosperiant Wealth Management, LLC provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities, fixed income securities, and exchange-traded funds. The firm emphasizes long-term trading guided by cyclical and fundamental analysis, with client objectives, tax considerations, and documented risk tolerances driving portfolio design.
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