What departments does Lurie Wealth Advisors, now Prosperity have?

Lurie Wealth Advisors, now Prosperity has employees across 3 departments including Accounting, Information Technology, Consultant.

What is the largest department at Lurie Wealth Advisors, now Prosperity?

The largest department at Lurie Wealth Advisors, now Prosperity is Accounting with 1 employees.

Where are Lurie Wealth Advisors, now Prosperity employees located globally?

Lurie Wealth Advisors, now Prosperity has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Lurie Wealth Advisors, now Prosperity's team size changed over time?

Lurie Wealth Advisors, now Prosperity's team has remained stable from approximately 1 to 1 employees based on available data.

Lurie Wealth Advisors, now Prosperity Employee Directory

Investment ManagementMinnesota, United States2-10 Employees

Lurie Wealth Advisors, now Prosperity, operates in the investment management sector and is based in Minneapolis, Minnesota. On August 1, the firm joined forces with Prosperity, expanding resources, services, and areas of expertise for clients and colleagues. Client securities are offered through DAI Securities, LLC, while advisory services are provided by Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities. The organization operates with a small team serving individuals seeking wealth planning and investment management. The collaboration places the firm within the investment management landscape by combining brokerage and advisory offerings under related entities and maintains a LinkedIn presence for its professional network.

Lurie Wealth Advisors, now Prosperity Global Highlights

North America
72

United States Of America
72

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Lurie Wealth Advisors, now Prosperity's Leadership

J. B.
President
Mobile Phone
Email
M. M.
President
Mobile Phone
Email
A. G.
Assurance Manager
Mobile Phone
Email
A. L.
Tax Manager
Mobile Phone
Email
S. M.
Senior Manager
Mobile Phone
Email
S. P.
Manager Information Technology
Mobile Phone
Email
J. R.
Information Technology Auditor Consultant
Mobile Phone
Email
M. B.
Cpa
Mobile Phone
Email

Lurie Wealth Advisors, now Prosperity Employee Metrics

100%

50%

0%

2026

2025

Community & Social Services
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Lurie Wealth Advisors, now Prosperity

Name

Title

Contact Info

Location

Last Update

J. B.
President
Mobile Phone
Email
Oct 23, 2024
M. M.
President
Mobile Phone
Email
Oct 22, 2024
A. G.
Assurance Manager
Mobile Phone
Email
Oct 21, 2024
A. L.
Tax Manager
Mobile Phone
Email
Oct 23, 2024
S. M.
Senior Manager
Mobile Phone
Email
Oct 21, 2024
S. P.
Manager Information Technology
Mobile Phone
Email
Oct 22, 2024
J. R.
Information Technology Auditor Consultant
Mobile Phone
Email
Sep 03, 2024
M. B.
Cpa
Mobile Phone
Email
Oct 17, 2024
T. T.
Administrative Executive
Mobile Phone
Email
Oct 17, 2024
D. B.
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Lurie Wealth Advisors, now Prosperity known for?

Lurie Wealth Advisors, now Prosperity was founded in 2014 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-612-381-****

. Explore Lurie Wealth Advisors, now Prosperity's company overview page for more information.

What is Lurie Wealth Advisors, now Prosperity's most common email format?

Lurie Wealth Advisors, now Prosperity employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lurie Wealth Advisors, now Prosperity email formats with LeadIQ.

How many employees does Lurie Wealth Advisors, now Prosperity have currently?

Lurie Wealth Advisors, now Prosperity has approximately 2 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Lurie Wealth Advisors, now Prosperity's key employees and leadership?

As of August 2026, Lurie Wealth Advisors, now Prosperity's key employees include:

President: J. B.
President: M. M.
Assurance Manager: A. G.
Tax Manager: A. L.
Senior Manager: S. M.

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Lurie Wealth Advisors, now Prosperity Employee Directory

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