PROSPERITY PLANNING, INC.
Legal name: PROSPERITY PLANNING
CRD #298268 SEC #801-113944 NORTH KANSAS CITY, MO 816-587-7526
SEC Registered
Total AUM
$465M
Discretionary
$458M
Employees
13
Clients
251
Accounts
1,320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $465M | $458M | $7M | 13 | 0 |
| May 2025 | $465M | $458M | $7M | 13 | 0 |
| Feb 2025 | $465M | $458M | $7M | 13 | 0 |
| Sep 2024 | $416.7M | $409.7M | $7M | 11 | 0 |
| Apr 2024 | $416.7M | $409.7M | $7M | 11 | 0 |
| Mar 2024 | $416.7M | $409.7M | $7M | 11 | 0 |
| Aug 2023 | $342.1M | $335.7M | $6.4M | 11 | 0 |
| Mar 2023 | $342.1M | $335.7M | $6.4M | 11 | 0 |
| Aug 2022 | $370.3M | $363M | $7.3M | 12 | 0 |
| Jun 2022 | $370.3M | $363M | $7.3M | 12 | 0 |
| Mar 2022 | $370.3M | $363M | $7.3M | 11 | 0 |
| Feb 2022 | $294.3M | $287.8M | $6.5M | 11 | 2 |
| Jun 2021 | $294.3M | $287.8M | $6.5M | 11 | 2 |
| Mar 2021 | $294.3M | $287.8M | $6.5M | 11 | 2 |
| Sep 2020 | $254.5M | $249.1M | $5.5M | 11 | 4 |
| Sep 2020 | $254.5M | $249.1M | $5.5M | 11 | 4 |
| Aug 2020 | $254.5M | $249.1M | $5.5M | 10 | 4 |
| Jun 2020 | $254.5M | $249.1M | $5.5M | 9 | 4 |
| Mar 2020 | $254.5M | $249.1M | $5.5M | 9 | 4 |
| Mar 2020 | $181.8M | $179.7M | $2M | 9 | 0 |
| Jan 2020 | $181.8M | $179.7M | $2M | 9 | 0 |
| Jan 2020 | $181.8M | $179.7M | $2M | 9 | 0 |
| Dec 2019 | $181.8M | $179.7M | $2M | 9 | 0 |
| Mar 2019 | $181.8M | $179.7M | $2M | 9 | 0 |
| Jan 2019 | $181.8M | $179.7M | $2M | 9 | 0 |
| Aug 2018 | $0 | $0 | $0 | 9 | 0 |
DateJun 2025
Total AUM$465M
Discretionary$458M
Non-Disc.$7M
Employees13
Clients0
DateMay 2025
Total AUM$465M
Discretionary$458M
Non-Disc.$7M
Employees13
Clients0
DateFeb 2025
Total AUM$465M
Discretionary$458M
Non-Disc.$7M
Employees13
Clients0
DateSep 2024
Total AUM$416.7M
Discretionary$409.7M
Non-Disc.$7M
Employees11
Clients0
DateApr 2024
Total AUM$416.7M
Discretionary$409.7M
Non-Disc.$7M
Employees11
Clients0
DateMar 2024
Total AUM$416.7M
Discretionary$409.7M
Non-Disc.$7M
Employees11
Clients0
DateAug 2023
Total AUM$342.1M
Discretionary$335.7M
Non-Disc.$6.4M
Employees11
Clients0
DateMar 2023
Total AUM$342.1M
Discretionary$335.7M
Non-Disc.$6.4M
Employees11
Clients0
DateAug 2022
Total AUM$370.3M
Discretionary$363M
Non-Disc.$7.3M
Employees12
Clients0
DateJun 2022
Total AUM$370.3M
Discretionary$363M
Non-Disc.$7.3M
Employees12
Clients0
DateMar 2022
Total AUM$370.3M
Discretionary$363M
Non-Disc.$7.3M
Employees11
Clients0
DateFeb 2022
Total AUM$294.3M
Discretionary$287.8M
Non-Disc.$6.5M
Employees11
Clients2
DateJun 2021
Total AUM$294.3M
Discretionary$287.8M
Non-Disc.$6.5M
Employees11
Clients2
DateMar 2021
Total AUM$294.3M
Discretionary$287.8M
Non-Disc.$6.5M
Employees11
Clients2
DateSep 2020
Total AUM$254.5M
Discretionary$249.1M
Non-Disc.$5.5M
Employees11
Clients4
DateSep 2020
Total AUM$254.5M
Discretionary$249.1M
Non-Disc.$5.5M
Employees11
Clients4
DateAug 2020
Total AUM$254.5M
Discretionary$249.1M
Non-Disc.$5.5M
Employees10
Clients4
DateJun 2020
Total AUM$254.5M
Discretionary$249.1M
Non-Disc.$5.5M
Employees9
Clients4
DateMar 2020
Total AUM$254.5M
Discretionary$249.1M
Non-Disc.$5.5M
Employees9
Clients4
DateMar 2020
Total AUM$181.8M
Discretionary$179.7M
Non-Disc.$2M
Employees9
Clients0
DateJan 2020
Total AUM$181.8M
Discretionary$179.7M
Non-Disc.$2M
Employees9
Clients0
DateJan 2020
Total AUM$181.8M
Discretionary$179.7M
Non-Disc.$2M
Employees9
Clients0
DateDec 2019
Total AUM$181.8M
Discretionary$179.7M
Non-Disc.$2M
Employees9
Clients0
DateMar 2019
Total AUM$181.8M
Discretionary$179.7M
Non-Disc.$2M
Employees9
Clients0
DateJan 2019
Total AUM$181.8M
Discretionary$179.7M
Non-Disc.$2M
Employees9
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0