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PROSPERITY WEALTH PLANNING LLC
CRD 315163 · SEC 801-121807
3349 MICHELSON DR, SUITE 200-8E, IRVINE, CA, 92612, United States
Phone
877-878-7860
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.2M
Discretionary AUM
$269.2M
Team
7 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $29.2M |
| High net worth individuals | 111 | $239.1M |
| Corporations/business entities | 1 | $906K |
States served
AZ, CA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD