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| Happy Holidays!! thanks for using AUM13F!! |
| Prosperitas Financial LLC
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| CRD # | 315768 |
| SEC # | 801-122207 |
| CIK # | 0002001016 |
| AUM | $612.7 M (2025-06-02) |
| Employees | 19 (84% Investors, 5% Brokers) |
| Phone | 661-255-9555 |
| Address | 25060 Avenue Stanford Valencia, CA 91355 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.0 | ||
| Apple Inc | 9.8 | ||
| Microsoft Corp | 9.7 | ||
| Amazon Com Inc | 8.9 | ||
| Facebook Inc | 8.1 | ||
| Alphabet Inc | 7.4 | ||
| Netflix Inc | 7.2 | ||
| Philip Morris International Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Chevron Corp | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,366 | 305.7 |
| (b) Individuals (high net worth individuals) | 121 | 265.5 |
| (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 | 148 | 41.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,933 | 612.7 |
| By Discretionary | ||
| Discretionary | 3,808 | 570.6 |
| Non-Discretionary | 125 | 42.1 |
| Total | 3,933 | 612.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 612.7 | |
| Total | 3,933 | 612.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001016] |
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|---|---|---|
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Lazari Capital Management Inc
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CA | 0.6 |
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Northcape Wealth Management LLC
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NY | 0.6 |
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Tamarisk Financial LLC
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Professional Financial Advisors LLC
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Heirloom Wealth Management LLC
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