PROSPERITY ROAD, LLC
CRD #281894 SEC #801-118900 SANTA ANA, CA (714) 241-0212
SEC Registered
Total AUM
$156.9M
Discretionary
$152.3M
Employees
4
Clients
25
Accounts
167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $156.9M | $152.3M | $4.6M | 4 | 0 |
| Sep 2024 | $143.3M | $139.2M | $4.2M | 4 | 0 |
| Mar 2024 | $143.3M | $139.2M | $4.2M | 4 | 0 |
| Jun 2023 | $134.5M | $131M | $3.5M | 4 | 0 |
| Mar 2023 | $134.5M | $131M | $3.5M | 4 | 0 |
| Mar 2022 | $150.3M | $146.5M | $3.8M | 3 | 0 |
| Mar 2021 | $120.8M | $117.7M | $3.2M | 3 | 0 |
| Jun 2020 | $117.1M | $114.2M | $2.9M | 3 | 0 |
| Jun 2020 | $117.1M | $114.2M | $2.9M | 3 | 0 |
| May 2020 | $117.1M | $114.2M | $2.9M | 3 | 0 |
DateMar 2025
Total AUM$156.9M
Discretionary$152.3M
Non-Disc.$4.6M
Employees4
Clients0
DateSep 2024
Total AUM$143.3M
Discretionary$139.2M
Non-Disc.$4.2M
Employees4
Clients0
DateMar 2024
Total AUM$143.3M
Discretionary$139.2M
Non-Disc.$4.2M
Employees4
Clients0
DateJun 2023
Total AUM$134.5M
Discretionary$131M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2023
Total AUM$134.5M
Discretionary$131M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2022
Total AUM$150.3M
Discretionary$146.5M
Non-Disc.$3.8M
Employees3
Clients0
DateMar 2021
Total AUM$120.8M
Discretionary$117.7M
Non-Disc.$3.2M
Employees3
Clients0
DateJun 2020
Total AUM$117.1M
Discretionary$114.2M
Non-Disc.$2.9M
Employees3
Clients0
DateJun 2020
Total AUM$117.1M
Discretionary$114.2M
Non-Disc.$2.9M
Employees3
Clients0
DateMay 2020
Total AUM$117.1M
Discretionary$114.2M
Non-Disc.$2.9M
Employees3
Clients0