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Prophet Wealth Management

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Client assets under management

$80,444,310

Clients

274

11% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

137

Very High

Average account size

$293,592

About

Prophet Wealth Management provides discretionary portfolio management and general financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm reports about $80.4 million in discretionary assets across roughly 274 client relationships and also offers hourly consulting when clients have no assets to supervise.

The firm’s investment process combines traditional research with quantitative techniques such as optimization algorithms, computer‑based risk/return analysis, and statistical models to construct allocations using mutual funds, ETFs, and individual equity and fixed‑income securities. Prophet typically operates under discretionary authority, conducts regular portfolio reviews, and uses third‑party tools and custodial relationships to implement and monitor client strategies.

Notable distinctions disclosed in the brochure include a contractual transition‑assistance arrangement with its custodian (LPL Financial LLC) in the form of a multi‑year forgivable loan and related institutional services, which the firm identifies as a material conflict of interest. The brochure also notes the firm’s principal owns several outside business entities and that its advisors are paid by salary and bonus rather than by product commissions.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing Options & derivatives strategies

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Fee options

Percentage

$100,000 - $999,999: 1.50% annually $1,000,000+: 1.00% annually

Project-based

$150 per hour

Other

Account minimum: $100,000 Minimum fee: Implied minimum fee of $1,500 based on minimum account size of $100,000

Main office location

Prophet Wealth Management

708 57 Th Street

Kenosha WI 53140, United States

Number of offices

1

Most active in

More info

Illinois · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 262-657-5555

Advisors at this firm

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user avatar

Marc H

Series 63

Kenosha, WI

Prophet Wealth Management

Marc Hujik is a financial advisor with Prophet Wealth Management in Kenosha, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Prophet Asset Management since 1999. Outside of advisory work, Hujik is a founder of South Port Bank in Kenosha and owns and manages a vineyard and winery in Oregon. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a quantitative and research-driven approach to portfolio construction and manages discretionary accounts across a small client base.

Active portfolio management Passive / index investing Options & derivatives strategies
user avatar

Carilu R

Series 63, Series 65

Kenosha, WI

Prophet Wealth Management

Carilu Robinson is a financial advisor at Prophet Wealth Management in Kenosha, WI, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Corporate Health Partners and Nutrition Peace. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of quantitative optimization and traditional research to manage diversified portfolios across more than 240 client relationships.

Active portfolio management Passive / index investing Options & derivatives strategies
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