| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Phillip Plotkin Control | Owner, Investment Adviser Represenative | 25-50% | 2024 |
| Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017 Control | Trust Established By Owner | 50-75% | 2017 |
| Wendy Suzanne Conrad Marsden Control | Cco | Under 5% | 2016 |
Tea & Taxes Company Dba Prosperitea Planning reports $125 million in regulatory assets under management on its Form ADV.
Tea & Taxes Company Dba Prosperitea Planning reports 4 employees.
Tea & Taxes Company Dba Prosperitea Planning is based in Greenfield, MA and has been SEC-registered since 2025.
Tea & Taxes Company Dba Prosperitea Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 308 Main Street, Suite 3a, Greenfield, MA 01301 |
| Phone | 413-829-4832 |
| Office hours | 9-5:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $125M |
| Non-discretionary | $0 |
| Total (RAUM) | $125M |