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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARSDEN, WENDY SUZANNE, CONRAD | I | CCO | NA | Control |
| MARSDEN, WENDY SUZANNE, CONRAD | I | CCO | NA | Control |
| MARSDEN, WENDY SUZANNE, CONRAD | I | CCO | NA | Control |
| MARSDEN, WENDY SUZANNE, CONRAD | I | CCO | NA | Control |
| Marsden, Wendy S., C. | I | CCO | NA | Control |
| Marsden, Wendy S., C. | I | CCO | NA | Control |
| Marsden, Wendy S., C. | I | CCO | NA | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| WENDY S.C. MARSDEN INVESTMENT TRUST, UDT DATED NOVEMBER 29, 2017 | DE | TRUST ESTABLISHED BY OWNER | D | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
| Plotkin, Samuel, Phillip | I | OWNER, INVESTMENT ADVISER REPRESENATIVE | C | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (2)
CA MA
Address
308 MAIN STREETGREENFIELD, MA 01301
United States
Phone: 413-829-4832