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| Keyboard |
| Form Prosperity Wealth Advisors LLC
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|---|---|
| CRD # | 307792 |
| SEC # | 801-135626 |
| CIK # | |
| AUM | 112.9 M (2026-04-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 480-382-3676 |
| Address | 1490 South Price Road, Suite 105 Chandler, AZ 85286 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 53.6 |
| (b) Individuals (high net worth individuals) | 34 | 58.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 499 | 112.9 |
| By Discretionary | ||
| Discretionary | 499 | 112.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 499 | 112.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.9 | |
| Total | 499 | 112.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ARX Private Wealth
✚
|
PA | 113.6 M |
|
Signal Ridge Capital Partners LLC
✚
|
MA | 113.6 M |
|
Hulsey Capital Management Inc
✚
|
AR | 113.2 M |
|
Gassman Financial LLC
✚
|
NH | 112.6 M |
|
Soaring Investment Management LLC
✚
|
OR | 112.5 M |
|
Jason W Qualls
✚
|
TN | 112.5 M |
|
Evergreen Wealth Advisors
✚
|
NC | 112.5 M |
|
San Francisco Wealth Planning LLC
✚
|
112.3 M | |
|
Superior Financial LLC
✚
|
MN | 112.2 M |
|
O'Connor Capital Advisory LLC
✚
|
AZ | 112.1 M |