Prosperity Planning
Prosperity Planning is an SEC-registered wealth manager in North Kansas City, MO with $543.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Prosperity Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298268, SEC 801-113944, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $543.2M (2026-05-15)
- Firm type
- Wealth Manager
- Location
- North Kansas City, MO
- Employees
- 13
- Clients
- 406
- CRD
- 298268
- Ownership
- RICHEY, LUCINDA, LYNN; BORUM, KENNETH, AUSTIN; NOBLE, RYAN, KENT; Reiter, Daniel, Scott
How much AUM does Prosperity Planning have?
Prosperity Planning reported $543.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Prosperity Planning?
Disclosed owners and executives of Prosperity Planning include RICHEY, LUCINDA, LYNN, BORUM, KENNETH, AUSTIN, NOBLE, RYAN, KENT, Reiter, Daniel, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.