| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake William Daniels Control | Owner | 25-50% | 2015 |
| Elliot Herbert Kallen Control | Chief Compliance Officer And Owner | 25-50% | 2015 |
| Gregory John Bentley Control | Owner | 25-50% | 2015 |
Prosperity Wealth Management, Inc. reports $442.2 million in regulatory assets under management on its Form ADV.
Prosperity Wealth Management, Inc. reports 51 employees.
Prosperity Wealth Management, Inc. is based in San Ramon, CA and has been SEC-registered since 2015.
Prosperity Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA 94583 |
| Phone | 925-791-4444 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1991463 |
| Discloses disciplinary history | Yes |
| Discretionary | $442.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $442.2M |