PROSPERITY WEALTH PLANNING LLC
CRD #315163 SEC #801-121807 IRVINE, CA 877-878-7860
SEC Registered
Total AUM
$216.1M
Discretionary
$216.1M
Employees
6
Clients
101
Accounts
583
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $216.1M | $216.1M | $0 | 6 | 0 |
| Sep 2025 | $216.1M | $216.1M | $0 | 6 | 0 |
| Jul 2025 | $216.1M | $216.1M | $0 | 6 | 0 |
| May 2025 | $216.1M | $216.1M | $0 | 5 | 0 |
| Mar 2025 | $216.1M | $216.1M | $0 | 5 | 0 |
| Aug 2024 | $172.9M | $172.9M | $0 | 5 | 0 |
| Jun 2024 | $172.9M | $172.9M | $0 | 4 | 0 |
| Apr 2024 | $172.9M | $172.9M | $0 | 4 | 0 |
| Mar 2024 | $172.9M | $172.9M | $0 | 5 | 0 |
| Sep 2023 | $128.4M | $128.4M | $0 | 4 | 0 |
| Aug 2023 | $128.4M | $128.4M | $0 | 4 | 0 |
| Apr 2023 | $128.4M | $128.4M | $0 | 4 | 0 |
| Mar 2023 | $128.4M | $128.4M | $0 | 4 | 0 |
| Feb 2023 | $117.3M | $117.3M | $0 | 3 | 0 |
| Dec 2022 | $117.3M | $117.3M | $0 | 3 | 0 |
| Nov 2022 | $117.3M | $117.3M | $0 | 3 | 0 |
| Oct 2022 | $117.3M | $117.3M | $0 | 4 | 0 |
| Apr 2022 | $117.3M | $117.3M | $0 | 4 | 0 |
| Mar 2022 | $117.3M | $117.3M | $0 | 4 | 0 |
| Mar 2022 | $117.3M | $117.3M | $0 | 4 | 0 |
| Jan 2022 | $115.2M | $115.2M | $0 | 4 | 0 |
| Nov 2021 | $115.2M | $115.2M | $0 | 4 | 0 |
| Oct 2021 | $0 | $0 | $0 | 4 | 0 |
| Oct 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$216.1M
Discretionary$216.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2025
Total AUM$216.1M
Discretionary$216.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$216.1M
Discretionary$216.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$216.1M
Discretionary$216.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$216.1M
Discretionary$216.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0