Prosperitea Planning
Prosperitea Planning is an SEC-registered wealth manager in Greenfield, MA with $176.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Prosperitea Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282041, SEC 801-134175, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $176.9M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Greenfield, MA
- Employees
- 4
- Clients
- 121
- CRD
- 282041
- Ownership
- MARSDEN, WENDY SUZANNE, CONRAD; WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017; Plotkin, Samuel, Phillip
How much AUM does Prosperitea Planning have?
Prosperitea Planning reported $176.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Prosperitea Planning?
Disclosed owners and executives of Prosperitea Planning include MARSDEN, WENDY SUZANNE, CONRAD, WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017, Plotkin, Samuel, Phillip. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.