← Back to searchVisit website
PROSPERITY PLANNING
PROSPERITY PLANNING, INC.
CRD 298268 · SEC 801-113944
1920 BUCHANAN STREET, NORTH KANSAS CITY, MO, 64116, United States
Phone
816-587-7526
Fax
816-587-0960
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$543.2M
Discretionary AUM
$533.6M
Team
13 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $78.3M |
| High net worth individuals | 177 | $448.8M |
| Charitable organizations | 23 | $6.6M |
States served
CA, CO, KS, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD