SEC Form ADV

PROSPERITY WEALTH PLANNING LLC

Registered Investment AdviserCA
$269.2M
Assets Under Management
621
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-315163
Location
IRVINE, CA
Filing Date
May 27, 2026
AUM
$269.2M
Total Clients
621
Amendment
No

About this Adviser

PROSPERITY WEALTH PLANNING LLC is a registered investment adviser headquartered in IRVINE, CA, managing approximately $269.2M in assets across 621 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.