Prosperity Wealth Management Inc


Assets, Funds, Holdings

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Prosperity Wealth Management Inc
CRD #174328
SEC #801-101485
AUM $202.9 MM (100% Disc, 100% US)
Employees50 (90% Investors, 78% Brokers)
Address2333 San Ramon Valley Blvd
San Ramon, CA 94583
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
RBA Wealth Management LLC
CA 0.2
The Glass Freedman Company
MI 0.2
Western Management Group LLC
OK 0.2
The Menard Financial Group LLC
TX 0.2
Breiter Capital Management Inc
FL 0.2
Goldman Lancaster Inc
CA 0.2
Brown Robello Capital Management LLC
CA 0.2
Caldwell Advisors LLC
TN 0.2
Safeguard Investment Advisory Group LLC
CA 0.2
Aquinas Investment Advisers Inc
TX 0.2
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