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Prosperity Wealth Planning LLC

● SEC registered since 2021CRD 315163SEC# 801-121807Irvine, CA
Export (members)
Reg. AUM
$216.1M
Employees
6
Accounts
583
Location
Irvine, CA

Prosperity Wealth Planning LLC assets under management

Prosperity Wealth Planning LLC is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2021. It reports $216.1 million in regulatory assets under management and employs 6 people.
prosperitywealthplanning.comView on SEC.gov ↗

Prosperity Wealth Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Carolanne Marie Chavanne ControlManaging Member & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Prosperity Wealth Planning LLC manage?

Prosperity Wealth Planning LLC reports $216.1 million in regulatory assets under management on its Form ADV.

How many employees does Prosperity Wealth Planning LLC have?

Prosperity Wealth Planning LLC reports 6 employees.

Where is Prosperity Wealth Planning LLC located?

Prosperity Wealth Planning LLC is based in Irvine, CA and has been SEC-registered since 2021.

Does Prosperity Wealth Planning LLC disclose fund performance?

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

Contact & registration

Address3349 Michelson Dr, Suite 200-8e, Irvine, CA 92612
Phone877-878-7860
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.1M
Non-discretionary$0
Total (RAUM)$216.1M