PROSPERITY WEALTH PLANNING LLC

PROSPERITY WEALTH PLANNING LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 315163). Regulatory assets under management: $269.2M.

Registration

• CRD: 315163
• SEC file number: 801-121807
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search