SEC Form ADV

PROSPERITY WEALTH PLANNING LLC

Registered Investment AdviserCA
$269.2M
Assets Under Management
7
Employees
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Registration Details

Accession
crd-315163
Location
IRVINE, CA
Filing Date
May 27, 2026
AUM
$269.2M
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

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