# PROSPERITAS FINANCIAL, LLC

PROSPERITAS FINANCIAL, LLC of VALENCIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315768
- Type: SEC-registered investment adviser
- SEC file number: 801-122207
- Location: 25060 AVENUE STANFORD, SUITE 100, VALENCIA, CA, 91355
- Phone: 661-255-9555
- Latest filing: 2026-03-17
- Regulatory AUM: $812.5M
- Discretionary AUM: $695.4M
- Non-discretionary AUM: $117.0M
- Clients: 33
- Accounts: 4,890

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Scott Zimmerman](https://search.stillhousedata.com/person/659278) | OFFICER | Evanston, IL |
| [Mark Thomas Petersen](https://search.stillhousedata.com/person/714472) | CHIEF COMPLIANCE OFFICER & COO | — |
| [Christopher Matthew Ingram](https://search.stillhousedata.com/person/714473) | CEO | — |
| [Robert John Clark](https://search.stillhousedata.com/person/714474) | OFFICER | — |
| [ZIMMERMAN JAY SCOTT](https://search.stillhousedata.com/person/737820) | OFFICER | — |
| [CLARK PATRICK JOHN](https://search.stillhousedata.com/person/747853) | OFFICER | — |
| [Petersen Mark Thomas](https://search.stillhousedata.com/person/865338) | CHIEF COMPLIANCE OFFICER & COO | — |
| [INGRAM CHRISTOPHER MATTHEW](https://search.stillhousedata.com/person/865339) | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315768/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315768/similar
- Related entities: https://search.stillhousedata.com/firm/315768/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315768

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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.