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PROSPERITY WEALTH PLANNING LLC
3349 Michelson Dr
Suite 200-8e
Irvine, California 92612
Tel: 877-878-7860
About PROSPERITY WEALTH PLANNING LLC
PROSPERITY WEALTH PLANNING LLC, formally registered with the SEC as PROSPERITY WEALTH PLANNING LLC. The firm was established in 07/19/2021. They have over 3 offices throughout the country.
PROSPERITY WEALTH PLANNING LLC is a Irvine, California based Financial Planning firm with nearly $172,937,293 assets under management, offering retirement planning & investment advisory services to 552 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315163 |
| SEC# | 801-121807 |
| Assets Managed by Firm | $172,937,293 |
| No. of Clients | 552 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 552 | $172,937,293 |
| Individuals (other than high net worth individuals) | 97 | $41,170,990 |
| High net worth individuals | 73 | $131,255,269 |
| Corporations or other businesses | 1 | $511,034 |
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