PROSPERITY ROAD, LLC
Santa Ana, CA
AUM
$172.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(714) 241-0212
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, SANTA ANA
6 advisers found
SECTOR LOGIC, LP
Santa Ana, CA
AUM
$43.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-334-3040
ABACUS WEALTH INTERNATIONAL (AWI)
Santa Ana, CA
AUM
$274K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-436-6083
LINDA A. BARLOW, CFP
Santa Ana, CA
AUM
$239.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
714-953-1232
Full profileNo website
LEGACY ADVISORY GROUP, INC
Santa Ana, CA
AUM
$53.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
949-825-6031
Full profileNo website
CAPSTONE WEALTH MANAGEMENT, INC
Santa Ana, CA
AUM
$34.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
714-772-4744
Full profileNo website