DIRECTORY OF REGISTERED ADVISORS
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PROSPERITY WEALTH PLANNING LLC
Tel: 877-878-7860
3349 Michelson Dr Suite 200-8e
Irvine, California 92612
PROSPERITY WEALTH PLANNING LLC
PROSPERITY WEALTH PLANNING LLC is a Irvine, California based financial advisory firm with nearly $172,937,293 in assets under management and provides investment advisory services for 552 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
315163
SEC#:
801-121807
No. of Clients:
552
Assets under Management
$172,937,293
No. of Advisors:
5
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