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Prosperity Wealth Planning LLC
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CRD # | 315163 |
SEC # | 801-121807 |
CIK # | |
AUM | $172.9 MM (2024-08-29) |
Employees | 5 (40% Investors, 0% Brokers) |
Phone | 877-878-7860 |
Address | 3349 Michelson Dr Irvine, CA 92612 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 97 | 41.2 |
(b) Individuals (high net worth individuals) | 73 | 131.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.5 |
(n) Other | 0 | 0.0 |
Total | 552 | 172.9 |
By Discretionary | ||
Discretionary | 552 | 172.9 |
Non-Discretionary | 0 | 0.0 |
Total | 552 | 172.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 172.9 | |
Total | 552 | 172.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Entelechy LLC
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MD | 0.2 |
Murphy Wealth Management Group Inc
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|
NY | 0.2 |
The Putney Financial Group LLC
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|
CA | 0.2 |
Legacy Planning Advisors LLC
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|
GA | 0.2 |
Piedmont Capital Management LLC
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|
MT | 0.2 |
Elderado Financial Inc
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|
CO | 0.2 |
Private Harbour Investment Management & Counsel LLC
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|
OH | 0.2 |
Bravias Capital Group LLC
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|
NJ | 0.2 |
Lobnek Wealth Management Inc
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|
0.2 | |
McCartney Wealth Management LLC
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|
MO | 0.2 |