PROSPERITAS FINANCIAL, LLC

25060 Avenue Stanford
Suite 100
Valencia, California 91355
Tel: 661-255-9555

About PROSPERITAS FINANCIAL, LLC

PROSPERITAS FINANCIAL, LLC, formally registered with the SEC as PROSPERITAS FINANCIAL, LLC. The firm was established in 08/30/2021. They have over 2 offices throughout the country.

PROSPERITAS FINANCIAL, LLC is a Valencia, California based Financial Planning firm with nearly $391,785,314 assets under management, offering retirement planning & investment advisory services to 1655 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315768
SEC#	801-122207
Assets Managed by Firm	$391,785,314
No. of Clients	1655
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1655	$391,785,314
Individuals (other than high net worth individuals)	1056	$179,681,636
High net worth individuals	133	$212,103,678

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