PROSPERITY WEALTH STRATEGIES LLC

PROSPERITY WEALTH STRATEGIES LLC of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 301923). Regulatory assets under management: $95.2M.

Registration

• CRD: 301923
• Type: Registered investment adviser
• Location: 36400 WOODWARD AVENUE, BLOOMFIELD HILLS, MI, 48304
• Phone: (248) 963-0568
• Latest filing: 2026-01-30
• Regulatory AUM: $95.2M
• Discretionary AUM: $95.2M
• Clients: 2
• Accounts: 181

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 301923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search