SEC Form ADV

PROSPERITY PLANNING

Registered Investment AdviserMO
$543.2M
Assets Under Management
13
Employees
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Registration Details

Accession
crd-298268
Location
NORTH KANSAS CITY, MO
Filing Date
May 15, 2026
AUM
$543.2M
Institutional Clients
23
Employees
13
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

PROSPERITY PLANNING is a registered investment adviser headquartered in NORTH KANSAS CITY, MO, managing approximately $543.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.