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FORM PROSPERITY WEALTH ADVISORS, LLC
CRD 307792 · SEC 801-135626
1490 SOUTH PRICE ROAD, SUITE #105, CHANDLER, AZ, 85286, United States
Phone
480-382-3676
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.9M
Discretionary AUM
$112.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $53.6M |
| High net worth individuals | 34 | $58.6M |
| Corporations/business entities | 3 | $584K |
States served
AK, AZ, CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD