PROSPERITY WEALTH PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$269,224,678
Discretionary
$269,224,678
Non-discretionary
$0
Firm details
- CRD number
- 315163
- SEC file number
- 801-121807
- Main office
- IRVINE, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.