Prosperity Wealth Planning LLC

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Assets, Funds, Holdings

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Prosperity Wealth Planning LLC
CRD #315163
SEC #801-121807
CIK #
AUM $172.9 MM (2024-08-29)
Employees 5 (40% Investors, 0% Brokers)
Phone877-878-7860
Address3349 Michelson Dr
Irvine, CA 92612
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 97 41.2
(b) Individuals (high net worth individuals) 73 131.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.5
(n) Other 0 0.0
Total 552 172.9
By Discretionary
Discretionary 552 172.9
Non-Discretionary 0 0.0
Total 552 172.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.9
Total 552 172.9
Comparable Firms State AUM ($BB)
Entelechy LLC
MD 0.2
Murphy Wealth Management Group Inc
NY 0.2
The Putney Financial Group LLC
CA 0.2
Legacy Planning Advisors LLC
GA 0.2
Piedmont Capital Management LLC
MT 0.2
Elderado Financial Inc
CO 0.2
Private Harbour Investment Management & Counsel LLC
OH 0.2
Bravias Capital Group LLC
NJ 0.2
Lobnek Wealth Management Inc
0.2
McCartney Wealth Management LLC
MO 0.2
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