TEA & TAXES COMPANY DBA PROSPERITEA PLANNING
Legal name: PROSPERITEA PLANNING
CRD #282041 SEC #801-134175 GREENFIELD, MA 413-829-4832
SEC Registered
Total AUM
$125M
Discretionary
$125M
Employees
4
Clients
101
Accounts
537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $125M | $125M | $0 | 4 | 1 |
| Nov 2025 | $125M | $125M | $0 | 4 | 1 |
| Aug 2025 | $125M | $125M | $0 | 4 | 1 |
| Aug 2025 | $125M | $125M | $0 | 4 | 1 |
| Jul 2025 | $125M | $125M | $0 | 4 | 1 |
DateDec 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients1
DateNov 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients1
DateAug 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients1
DateAug 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients1
DateJul 2025
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees4
Clients1