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⚲
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| Tea & Taxes Company DBA Prosperitea Planning
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|
|---|---|
| CRD # | 282041 |
| SEC # | 801-134175 |
| CIK # | |
| AUM | $176.9 M (2026-03-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 413-829-4832 |
| Address | 308 Main Street Greenfield, MA 01301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 29.6 |
| (b) Individuals (high net worth individuals) | 63 | 147.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 176.9 |
| By Discretionary | ||
| Discretionary | 579 | 176.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 579 | 176.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.9 | |
| Total | 579 | 176.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Planner's Edge LLC
✚
|
WA | 0.2 |
|
Farris Capital Management Inc
✚
|
TX | 0.2 |
|
ENR Asset Management Incorporated
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|
0.2 | |
|
Summit Capital Inc
✚
|
0.2 | |
|
Emvision Capital Advisors LLC
✚
|
OH | 0.2 |
|
Planvest Financial Inc
✚
|
MD | 0.2 |
|
La Crosse Financial Planning Inc
✚
|
WI | 0.2 |
|
Family Legacy Financial Solutions LLC
✚
|
NC | 0.2 |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 0.2 |