Company Email Format Management

Prosperian Wealth Management

Financial Services 120 Broadway 33 employees

Employees: 33
Contacts: 3
Emails: 3
Phones: 2

prosperianwealth.com LinkedIn

Prosperian Wealth Management Overview

Headquarters: 120 Broadway
Phone Number: Available in AeroLeads
Website: prosperianwealth.com
Industry: Financial Services
Employees: 33
Founded: 2010
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Trust & Estate Wealth Planning Coordination Life Insurance Disability Income Insurance Retirement Planning Wealth Management Investment Management

About Prosperian Wealth Management

We provide individuals and families with thoughtful, smart and rigorous financial services and wealth management. Our holistic approach, candor and diligence puts your financial world into sharp focus. We have built the firm that we would want to do business with. Why? Because to the world you may be one person, but to one person you may be the world. 2022-146401 exp.11/2024

Prosperian Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 2; 66.7% coverage

Prosperian Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Timothy Meyer	Managing Director: Prosperian Wealth	New York City Metropolitan Area, United States	Email Phone
Todd Levy, Cfp®, Cdfa®	Managing Director, Altium Wealth	New York City Metropolitan Area, United States	Email
Lorenzo Garcia	Client Onboarding Associate	New York City Metropolitan Area, United States	Email Phone