What departments does Prosperian Wealth Management have?

Prosperian Wealth Management has employees across 2 departments including Finance, Banking.

What is the largest department at Prosperian Wealth Management?

The largest department at Prosperian Wealth Management is Finance with 2 employees.

Where are Prosperian Wealth Management employees located globally?

Prosperian Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Prosperian Wealth Management's team size changed over time?

Prosperian Wealth Management's team has grown from approximately 20 to 28 employees based on available data.

Prosperian Wealth Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

Prosperian Wealth Management is a financial services firm based in New York City that serves individuals and families with wealth management and financial planning. It emphasizes a thoughtful, rigorous approach to helping clients manage their finances and make sense of their financial picture. The firm highlights a holistic, candid, and diligent process to guide decision-making and financial clarity. 

As a smaller to mid-sized firm, Prosperian positions itself on a personalized, service-driven end of the financial services spectrum. It is based in New York City, with further information available on its website at prosperianwealth.com.

Prosperian Wealth Management Global Highlights

North America
35

United States Of America
35

Prosperian Wealth Management's Leadership

T. L.
Managing Partner, Cfp
Mobile Phone
Email
J. R.
Partner
Mobile Phone
Email
A. C.
Partner
Mobile Phone
Email
I. K.
Financial Representative, Associate
Mobile Phone
Email
M. M.
Associate
Mobile Phone
Email
N. B.
Financial Advisor
Mobile Phone
Email
J. H.
Associate
Mobile Phone
Email
G. I.
Administrative Assistant-Investments
Mobile Phone
Email

Prosperian Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Prosperian Wealth Management

Name

Title

Contact

Location

Last Update

T. L.
Managing Partner, Cfp
Mobile Phone
Email
Feb 23, 2026
J. R.
Partner
Mobile Phone
Email
May 28, 2026
A. C.
Partner
Mobile Phone
Email
Oct 22, 2024
I. K.
Financial Representative, Associate
Mobile Phone
Email
Jun 25, 2026
M. M.
Associate
Mobile Phone
Email
Jun 29, 2026
N. B.
Financial Advisor
Mobile Phone
Email
Jun 28, 2026
J. H.
Associate
Mobile Phone
Email
Oct 22, 2025
G. I.
Administrative Assistant-Investments
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is Prosperian Wealth Management known for?

Prosperian Wealth Management was founded in 2010 operates in the Financial Services industry. Explore Prosperian Wealth Management's company overview page for more information.

What is Prosperian Wealth Management's most common email format?

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

How many employees does Prosperian Wealth Management have currently?

Prosperian Wealth Management has approximately 35 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Prosperian Wealth Management's key employees and leadership?

As of July 2026, Prosperian Wealth Management's key employees include:

Managing Partner, Cfp: T. L.
Partner: J. R.
Partner: A. C.
Financial Representative, Associate: I. K.
Associate: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Prosperian Wealth Management Employee Directory

Find Prosperian Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Prosperian Wealth Management Global Highlights

North America
35

Prosperian Wealth Management's Leadership

Prosperian Wealth Management Employee Metrics

Contact profiles from Prosperian Wealth Management

Frequently Asked Questions

What is Prosperian Wealth Management known for?

What is Prosperian Wealth Management's most common email format?

How many employees does Prosperian Wealth Management have currently?

Who are Prosperian Wealth Management's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

Prosperian Wealth Management Employee Directory

Find Prosperian Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Prosperian Wealth Management Global Highlights

North America35

Prosperian Wealth Management's Leadership

Prosperian Wealth Management Employee Metrics

Contact profiles from Prosperian Wealth Management

Frequently Asked Questions

What is Prosperian Wealth Management known for?

What is Prosperian Wealth Management's most common email format?

How many employees does Prosperian Wealth Management have currently?

Who are Prosperian Wealth Management's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
35

Everything for prospecting,
in one platform.