PROSPERITY ROAD, LLC
SEC Form ADV profile.
Total regulatory AUM
$172,311,682
Discretionary
$169,014,099
Non-discretionary
$3,297,583
Firm details
- CRD number
- 281894
- SEC file number
- 801-118900
- Main office
- SANTA ANA, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.PROSPERITYROAD.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.