PROSPERITY PLANNING AND ADVISORY, LLC

PROSPERITY PLANNING AND ADVISORY, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 336302).

Registration

• CRD: 336302
• Type: Registered investment adviser
• Location: 21255 BURBANK BOULEVARD, LOS ANGELES, CA, 91367
• Phone: 888-427-5240
• Latest filing: 2026-07-13
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336302 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search