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PROSPERITY WEALTH MANAGEMENT, INC.

Tel: 925-791-4444
2333 San Ramon Valley Blvd.
Suite 200
San Ramon, California  94583

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PROSPERITY WEALTH MANAGEMENT, INC.

PROSPERITY WEALTH MANAGEMENT, INC. is a San Ramon, California based financial advisory firm with nearly $243,370,500 in assets under management and provides investment advisory services for 1611 clients. There are currently 50 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

174328

SEC#:

801-101485

No. of Clients:

1611

Assets under Management

$243,370,500

No. of Advisors:

50

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