# PROSPERITY WEALTH PLANNING LLC

PROSPERITY WEALTH PLANNING LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315163
- Type: SEC-registered investment adviser
- SEC file number: 801-121807
- Location: 3349 MICHELSON DR, SUITE 200-8E, IRVINE, CA, 92612
- Phone: 877-878-7860
- Latest filing: 2026-07-15
- Regulatory AUM: $269.2M
- Discretionary AUM: $269.2M
- Clients: 7
- Accounts: 621

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Carolanne Marie Chavanne | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CHAVANNE CAROLANNE MARIE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315163/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315163/similar
- Related entities: https://search.stillhousedata.com/firm/315163/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315163

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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.