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Prosperitas Financial, LLC

● SEC registered since 2021CRD 315768SEC# 801-122207Valencia, CA
Export (members)
Reg. AUM
$612.7M
Employees
19
Accounts
3,933
Location
Valencia, CA

Prosperitas Financial, LLC assets under management

Prosperitas Financial, LLC is an SEC-registered investment adviser based in Valencia, CA. The firm has been registered since 2021. It reports $612.7 million in regulatory assets under management and employs 19 people.
www.youtube.com/channel/ucsrirxfekfi_g2-3vs3sanaView on SEC.gov ↗

Prosperitas Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christopher Matthew Ingram ControlCeo25-50%2021
Mark Thomas Petersen ControlChief Compliance Officer & Coo25-50%2021
Robert John Clark ControlOfficer25-50%2021
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Frequently asked questions

How much does Prosperitas Financial, LLC manage?

Prosperitas Financial, LLC reports $612.7 million in regulatory assets under management on its Form ADV.

How many employees does Prosperitas Financial, LLC have?

Prosperitas Financial, LLC reports 19 employees.

Where is Prosperitas Financial, LLC located?

Prosperitas Financial, LLC is based in Valencia, CA and has been SEC-registered since 2021.

Does Prosperitas Financial, LLC disclose fund performance?

Prosperitas Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25060 Avenue Stanford, Suite 100, Valencia, CA 91355
Phone661-255-9555
Office hours5-Sep
SEC regionLos Angeles Regional Office (LARO)
CIK2001016
Discloses disciplinary historyNo

Assets under management

Discretionary$570.6M
Non-discretionary$42.1M
Total (RAUM)$612.7M