FINANCIAL PROSPERITY, INC.

FINANCIAL PROSPERITY, INC. is an SEC-registered investment adviser (CRD 151710). Regulatory assets under management: $45.3M.

Registration

• CRD: 151710
• Type: Registered investment adviser
• Phone: 435-608-1394
• Latest filing: 2026-03-26
• Regulatory AUM: $45.3M
• Discretionary AUM: $45.3M
• Clients: 2
• Accounts: 98

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151710 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search