|
⚲
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| Prosperity Planning Inc
✚
|
|
|---|---|
| CRD # | 298268 |
| SEC # | 801-113944 |
| CIK # | 0001843292 |
| AUM | $543.2 M (2026-05-15) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 816-587-7526 |
| Address | 1920 Buchanan Street North Kansas City, MO 64116 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CB Richard Ellis Group Inc | 5.2 | ||
| Apple Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 78.3 |
| (b) Individuals (high net worth individuals) | 177 | 448.8 |
| (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 | 8.9 |
| (h) Charitable organizations | 23 | 6.6 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,432 | 543.2 |
| By Discretionary | ||
| Discretionary | 1,424 | 533.6 |
| Non-Discretionary | 8 | 9.6 |
| Total | 1,432 | 543.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 543.2 | |
| Total | 1,432 | 543.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843292] |
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|---|---|---|
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Sierra Ocean LLC
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|
CA | 0.5 |
|
Goodreid Investment Counsel Corp
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|
0.5 | |
|
Andrews Lucia Wealth Management LLC
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CA | 0.5 |
|
Marion Wealth Management LLC
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Palumbo Wealth Management LLC
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|
Headwater Investment Consulting Inc
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OR | 0.5 |
|
Gravitalix Financial LLC
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FL | 0.5 |
|
Planning Directions Inc
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PA | 0.5 |
|
Juno Financial Group LLC
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VA | 0.5 |
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Beacon Investment Advisors LLC
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|
MD | 0.5 |