Prosperity Wealth Management Inc

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Prosperity Wealth Management Inc ✚
CRD #	174328
SEC #	801-101485
CIK #
AUM	$202.9 MM (100% Disc, 100% US)
Employees	50 (90% Investors, 78% Brokers)
Phone	925-791-4444
Address	2333 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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