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TRULY PROSPER FINANCIAL PLANNING LLC
CRD 310549
6605 LONGSHORE STREET, SUITE 240, DUBLIN, OH, 43017, United States
Phone
614-259-7737
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$70.8M
Discretionary AUM
$70.8M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.9M |
| High net worth individuals | 24 | $66.9M |
All web addresses on file
Official SEC filing: View on IAPD