PROSPERITY WEALTH MANAGEMENT, INC.
CRD #174328 SEC #801-101485 SAN RAMON, CA 925-791-4444
SEC Registered
Total AUM
$442.2M
Discretionary
$442.2M
Employees
51
Clients
25
Accounts
2,832
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $442.2M | $442.2M | $0 | 51 | 16 |
| Aug 2024 | $243.4M | $243.4M | $0 | 50 | 32 |
| Jun 2024 | $243.4M | $243.4M | $0 | 50 | 32 |
| May 2024 | $243.4M | $243.4M | $0 | 50 | 32 |
| Apr 2024 | $243.4M | $243.4M | $0 | 50 | 32 |
| Mar 2024 | $243.4M | $243.4M | $0 | 50 | 32 |
| Jul 2023 | $217.2M | $217.2M | $0 | 50 | 19 |
| Jul 2023 | $217.2M | $217.2M | $0 | 50 | 19 |
| May 2023 | $217.2M | $217.2M | $0 | 50 | 19 |
| Mar 2023 | $217.2M | $217.2M | $0 | 50 | 19 |
| Mar 2023 | $232.6M | $232.6M | $0 | 56 | 4 |
| Jan 2023 | $232.6M | $232.6M | $0 | 56 | 4 |
| Oct 2022 | $232.6M | $232.6M | $0 | 56 | 4 |
| Aug 2022 | $232.6M | $232.6M | $0 | 56 | 4 |
| Mar 2022 | $232.6M | $232.6M | $0 | 56 | 4 |
| Dec 2021 | $177.4M | $177.4M | $0 | 61 | 2 |
| Jul 2021 | $177.4M | $177.4M | $0 | 61 | 2 |
| Jun 2021 | $177.4M | $177.4M | $0 | 61 | 2 |
| May 2021 | $177.4M | $177.4M | $0 | 61 | 2 |
| Mar 2021 | $177.4M | $177.4M | $0 | 61 | 2 |
| Jan 2021 | $128.9M | $128.9M | $0 | 48 | 2 |
| Jan 2021 | $128.9M | $128.9M | $0 | 48 | 2 |
| Sep 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Sep 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Sep 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Aug 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Jul 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Jun 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Jun 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| May 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| May 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Mar 2020 | $128.9M | $128.9M | $0 | 48 | 2 |
| Jan 2020 | $202.9M | $202.9M | $0 | 50 | 15 |
| Oct 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| Oct 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| Jul 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| May 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| Apr 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| Apr 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| Mar 2019 | $202.9M | $202.9M | $0 | 50 | 15 |
| Jan 2019 | $112M | $112M | $0 | 50 | 12 |
| Jan 2019 | $112M | $112M | $0 | 50 | 12 |
| Nov 2018 | $112M | $112M | $0 | 50 | 12 |
| Nov 2018 | $112M | $112M | $0 | 50 | 12 |
| Oct 2018 | $112M | $112M | $0 | 50 | 12 |
| Oct 2018 | $112M | $112M | $0 | 50 | 12 |
| Aug 2018 | $112M | $112M | $0 | 50 | 12 |
| Aug 2018 | $112M | $112M | $0 | 50 | 12 |
| Jul 2018 | $112M | $112M | $0 | 50 | 12 |
| Jul 2018 | $112M | $112M | $0 | 50 | 12 |
| Jul 2018 | $112M | $112M | $0 | 50 | 12 |
| Jun 2018 | $112M | $112M | $0 | 50 | 12 |
| May 2018 | $112M | $112M | $0 | 50 | 12 |
| Apr 2018 | $112M | $112M | $0 | 50 | 12 |
| Mar 2018 | $112M | $112M | $0 | 50 | 12 |
| Mar 2018 | $112M | $112M | $0 | 50 | 12 |
| Mar 2018 | $112M | $112M | $0 | 50 | 12 |
| Sep 2017 | $40M | $40M | $0 | 25 | 500 |
| Sep 2017 | $40M | $40M | $0 | 25 | 500 |
| Jul 2017 | $40M | $40M | $0 | 25 | 500 |
| Jul 2017 | $40M | $40M | $0 | 25 | 500 |
| Jul 2017 | $40M | $40M | $0 | 25 | 500 |
| Jun 2017 | $40M | $40M | $0 | 25 | 500 |
| Jun 2017 | $40M | $40M | $0 | 25 | 500 |
| Jun 2017 | $40M | $40M | $0 | 25 | 500 |
| Mar 2017 | $40M | $40M | $0 | 25 | 500 |
| Mar 2017 | $40M | $40M | $0 | 25 | 500 |
| Mar 2017 | $30M | $30M | $0 | 18 | 11 |
| Jan 2017 | $30M | $30M | $0 | 18 | 11 |
| Jan 2017 | $30M | $30M | $0 | 18 | 11 |
| Jan 2017 | $30M | $30M | $0 | 18 | 11 |
| Dec 2016 | $30M | $30M | $0 | 18 | 11 |
| Nov 2016 | $30M | $30M | $0 | 18 | 11 |
| Nov 2016 | $30M | $30M | $0 | 18 | 11 |
| Sep 2016 | $30M | $30M | $0 | 18 | 11 |
| Sep 2016 | $30M | $30M | $0 | 18 | 11 |
| Aug 2016 | $30M | $30M | $0 | 18 | 11 |
| Aug 2016 | $30M | $30M | $0 | 18 | 11 |
| Apr 2016 | $30M | $30M | $0 | 18 | 11 |
| Mar 2016 | $30M | $30M | $0 | 18 | 11 |
| Jan 2016 | $20M | $20M | $0 | 12 | 0 |
| Sep 2015 | $20M | $20M | $0 | 12 | 0 |
| Jul 2015 | $20M | $20M | $0 | 12 | 0 |
| Jul 2015 | $20M | $20M | $0 | 12 | 0 |
| Jul 2015 | $20M | $20M | $0 | 12 | 0 |
| Jul 2015 | $20M | $20M | $0 | 12 | 0 |
DateMar 2025
Total AUM$442.2M
Discretionary$442.2M
Non-Disc.$0
Employees51
Clients16
DateAug 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees50
Clients32
DateJun 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees50
Clients32
DateMay 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees50
Clients32
DateApr 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees50
Clients32
DateMar 2024
Total AUM$243.4M
Discretionary$243.4M
Non-Disc.$0
Employees50
Clients32
DateJul 2023
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees50
Clients19
DateJul 2023
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees50
Clients19
DateMay 2023
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees50
Clients19
DateMar 2023
Total AUM$217.2M
Discretionary$217.2M
Non-Disc.$0
Employees50
Clients19
DateMar 2023
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees56
Clients4
DateJan 2023
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees56
Clients4
DateOct 2022
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees56
Clients4
DateAug 2022
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees56
Clients4
DateMar 2022
Total AUM$232.6M
Discretionary$232.6M
Non-Disc.$0
Employees56
Clients4
DateDec 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees61
Clients2
DateJul 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees61
Clients2
DateJun 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees61
Clients2
DateMay 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees61
Clients2
DateMar 2021
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees61
Clients2
DateJan 2021
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateJan 2021
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateSep 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateSep 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateSep 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateAug 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateJul 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateJun 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateJun 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateMay 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateMay 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateMar 2020
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees48
Clients2
DateJan 2020
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateOct 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateOct 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateJul 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateMay 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateApr 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateApr 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateMar 2019
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees50
Clients15
DateJan 2019
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateJan 2019
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateNov 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateNov 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateOct 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateOct 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateAug 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateAug 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateJul 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateJul 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateJul 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateJun 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateMay 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateApr 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateMar 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateMar 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateMar 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees50
Clients12
DateSep 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateSep 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateJul 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateJul 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateJul 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateJun 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateJun 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateJun 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateMar 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateMar 2017
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees25
Clients500
DateMar 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateJan 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateJan 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateJan 2017
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateDec 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateNov 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateNov 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateSep 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateSep 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateAug 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateAug 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateApr 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateMar 2016
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees18
Clients11
DateJan 2016
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees12
Clients0
DateSep 2015
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees12
Clients0
DateJul 2015
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees12
Clients0
DateJul 2015
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees12
Clients0
DateJul 2015
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees12
Clients0
DateJul 2015
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees12
Clients0