MI
MI

Michael Francis Irwin

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

1010 Ednam Center, Suite 205, Charlottesville, VA, 22903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is the founder and president of Prosperity Growth Strategies Wealth Management, an independent insurance agency selling and servicing life insurance and annuity policies. This takes about a full quarter of Michael's time.

Employment History
Current Registrations
Triad Wealth Partners, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Coppell Advisory Solutions LLC
December 2023 - January 2025 · 1 yr 1 mo
Gibbs Wealth Management, LLC
October 2022 - December 2023 · 1 yr 2 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Michael Francis Irwin - Financial Advisor | TrueAdvisor