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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 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 |
|---|---|---|---|---|
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CHAVANNE, CAROLANNE, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (6)
AZ CA MI NE TX WA
Address
3349 MICHELSON DRSUITE 200-8E
IRVINE, CA 92612
United States
Phone: 877-878-7860