PROSPERITY WEALTH MANAGEMENT

PROSPERITY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 305940). Regulatory assets under management: $57.2M.

Registration

• CRD: 305940
• SEC file number: 801-117607
• Type: Registered investment adviser
• Phone: 804-467-6700
• Latest filing: 2025-05-21
• Regulatory AUM: $57.2M
• Discretionary AUM: $57.2M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search