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PROSPERITY WEALTH STRATEGIES LLC
CRD 301923
36400 WOODWARD AVENUE, SUITE 128, BLOOMFIELD HILLS, MI, 48304, United States
Phone
(248) 963-0568
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.2M
Discretionary AUM
$95.2M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $14.8M |
| High net worth individuals | 25 | $80.5M |
All web addresses on file
Official SEC filing: View on IAPD