FORM PROSPERITY WEALTH ADVISORS, LLC
FORM PROSPERITY WEALTH ADVISORS, LLC of CHANDLER, AZ is an SEC-registered investment adviser (CRD 307792). Regulatory assets under management: $119.0M.
Registration
- CRD: 307792
- SEC file number: 801-135626
- Type: Registered investment adviser
- Location: 1490 SOUTH PRICE ROAD, SUITE #105, CHANDLER, AZ, 85286
- Phone: 480-382-3676
- Latest filing: 2026-07-21
- Regulatory AUM: $119.0M
- Discretionary AUM: $119.0M
- Clients: 1
- Accounts: 494
Business model
Compensation: % of AUM, Fixed.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Jeremy Robert Bain Mcclymonds | MANAGING MEMBER/CCO | — |
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