# TEA & TAXES COMPANY DBA PROSPERITEA PLANNING

TEA & TAXES COMPANY DBA PROSPERITEA PLANNING of GREENFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 282041
- Type: SEC-registered investment adviser
- SEC file number: 801-134175
- Location: 308 MAIN STREET, SUITE 3A, GREENFIELD, MA, 01301
- Phone: 413-829-4832
- Latest filing: 2026-07-30
- Regulatory AUM: $176.9M
- Discretionary AUM: $176.9M
- Clients: 4
- Accounts: 579

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Samuel Phillip Plotkin | OWNER, INVESTMENT ADVISER REPRESENATIVE | — |
| Wendy Suzanne Conrad Marsden | CCO; TRUSTEE, FIRM PRINCIPAL, CCO | — |
| Wendy S. C Marsden | CCO; FIRM PRINCIPAL, CCO; FIRM PRINCIPAL, CCO, TRUSTEE | — |
| Wendy S. C. Marsden | CCO; FIRM PRINCIPAL, CCO; FIRM PRINCIPAL, CCO, TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282041/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282041/similar
- Related entities: https://search.stillhousedata.com/firm/282041/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282041

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.