Allan
Weiss
Prosperitas Financial, LLC
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About this Advisor
Allan Weiss is a financial advisor based out of Woodland Hills, California who has 1 year of industry experience. Weiss is an advisor for Prosperitas Financial, LLC. Their career trajectory has included roles at Wardlow & Weiss (Self Employed), West Hills Insurance Services, Weiss General Insurance Service, Northwestern National Life Ins. Co and Prosperitas Financial, LLC. Weiss holds a Series 63 license, certifying them as a securities agent, and is registered to work in California. Prosperitas Financial, LLC is an advisory company operating out of Valencia, CA. The investment advisory business has a total of 15 advisors. It handles $222 million in total assets across its 1,587 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,587 accounts, 87% are associated with high-net-worth investors who have more than $1 million in assets. Prosperitas Financial, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Prosperitas Financial, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperitas Financial, LLC Brokerage Details
$221,789,751
15
1,587
$139,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Allan Weiss Work History
Allan has been registered as a financial advisor for 1 years.*
Prosperitas Financial, LLC
Northwestern National Life Ins. Co
West Hills Insurance Services
Weiss General Insurance Service
Wardlow & Weiss (Self Employed)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allan Weiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperitas Financial, LLC
Valencia, CA
Northridge, CA
Valencia, CA
Valencia, CA
Valencia, CA
Valencia, CA
Valencia, CA
Valencia, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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