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Home > Retirement Planners > california > san ramon > PROSPERITY WEALTH MANAGEMENT, INC.
PROSPERITY WEALTH MANAGEMENT, INC.
2333 San Ramon Valley Blvd.
Suite 200
San Ramon, California 94583
Tel: 925-791-4444
About PROSPERITY WEALTH MANAGEMENT, INC.
PROSPERITY WEALTH MANAGEMENT, INC, formally registered with the SEC as PROSPERITY WEALTH MANAGEMENT, INC. The firm was established in 07/14/2015. They have over 47 offices throughout the country.
PROSPERITY WEALTH MANAGEMENT, INC. is a San Ramon, California based Financial Planning firm with nearly $243,370,500 assets under management, offering retirement planning & investment advisory services to 1611 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174328 |
| SEC# | 801-101485 |
| Assets Managed by Firm | $243,370,500 |
| No. of Clients | 1611 |
| No. of Advisors | 50 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1611 | $243,370,500 |
| Individuals (other than high net worth individuals) | 1544 | $169,562,458 |
| High net worth individuals | 55 | $71,344,368 |
| Pension and profit sharing plans | 2 | $825,920 |
| Charitable organizations | 10 | $1,637,754 |
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