PROSPERITAS FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$812,462,629
Discretionary
$695,432,428
Non-discretionary
$117,030,201
Firm details
- CRD number
- 315768
- SEC file number
- 801-122207
- Main office
- VALENCIA, CA, United States
- Employees
- 33
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.