TEA & TAXES COMPANY DBA PROSPERITEA PLANNING
Doing business as PROSPERITEA PLANNING. SEC Form ADV profile.
Total regulatory AUM
$176,890,177
Discretionary
$176,890,177
Non-discretionary
$0
Firm details
- CRD number
- 282041
- SEC file number
- 801-134175
- Main office
- GREENFIELD, MA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees Other
As of November 2026.