Prosperity Wealth Planning LLC
Prosperity Wealth Planning LLC is an SEC-registered wealth manager in Irvine, CA with $269.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Prosperity Wealth Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315163, SEC 801-121807, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $269.2M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Irvine, CA
- Employees
- 7
- Clients
- 173
- CRD
- 315163
- Ownership
- CHAVANNE, CAROLANNE, MARIE
How much AUM does Prosperity Wealth Planning LLC have?
Prosperity Wealth Planning LLC reported $269.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Prosperity Wealth Planning LLC?
Disclosed owners and executives of Prosperity Wealth Planning LLC include CHAVANNE, CAROLANNE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.