PPrivate Fund Data Log in Join · $37/mo

Carolanne Marie Chavanne

Managing Member & Chief Compliance OfficerProsperity Wealth Planning LLCCRD 1767189

About Carolanne Marie Chavanne

Carolanne Marie Chavanne is listed as Managing Member & Chief Compliance Officer at Prosperity Wealth Planning LLC in Irvine, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Prosperity Wealth Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carolanne Marie Chavanne work?

Carolanne Marie Chavanne is listed as Managing Member & Chief Compliance Officer at Prosperity Wealth Planning LLC on SEC Form ADV.

How much of Prosperity Wealth Planning LLC does Carolanne Marie Chavanne own?

Form ADV reports a beneficial ownership band of Over 75%.

Prosperity Wealth Planning LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019