Minority Owner · Prosperity Road, LLC
Michael W. McGrath
CRD 4771498 · Named on Form ADV at one SEC-registered adviser
At a glance
Prosperity Road, LLC, an SEC-registered wealth manager based in Santa ANA, CA with $172 million in regulatory assets, lists Michael W. McGrath on its Form ADV as Minority Owner.
Firms and roles
- Prosperity Road, LLCMinority OwnerWealth manager · Santa ANA, CA · $172M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Emily T. HermenoPrincipal and Chief Compliance Officer, Prosperity Road, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.