PROSPERITAS FINANCIAL, LLC
CRD #315768 SEC #801-122207 VALENCIA, CA 661-255-9555
SEC Registered
Total AUM
$612.7M
Discretionary
$570.6M
Employees
19
Clients
10
Accounts
3,933
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $612.7M | $570.6M | $42.1M | 19 | 5 |
| Mar 2025 | $612.7M | $570.6M | $42.1M | 19 | 5 |
| Oct 2024 | $391.8M | $390.3M | $1.5M | 15 | 1 |
| Mar 2024 | $391.8M | $390.3M | $1.5M | 15 | 1 |
| Mar 2023 | $221.8M | $215.3M | $6.5M | 15 | 0 |
| Jan 2023 | $114.4M | $114.4M | $0 | 8 | 0 |
| Oct 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Sep 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Sep 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Aug 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Jun 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Mar 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Jan 2022 | $114.4M | $114.4M | $0 | 8 | 0 |
| Dec 2021 | $102.2M | $102.2M | $0 | 8 | 0 |
| Nov 2021 | $0 | $0 | $0 | 8 | 0 |
| Aug 2021 | $0 | $0 | $0 | 8 | 0 |
| Aug 2021 | $0 | $0 | $0 | 8 | 0 |
| Jul 2021 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$612.7M
Discretionary$570.6M
Non-Disc.$42.1M
Employees19
Clients5
DateMar 2025
Total AUM$612.7M
Discretionary$570.6M
Non-Disc.$42.1M
Employees19
Clients5
DateOct 2024
Total AUM$391.8M
Discretionary$390.3M
Non-Disc.$1.5M
Employees15
Clients1
DateMar 2024
Total AUM$391.8M
Discretionary$390.3M
Non-Disc.$1.5M
Employees15
Clients1
DateMar 2023
Total AUM$221.8M
Discretionary$215.3M
Non-Disc.$6.5M
Employees15
Clients0
DateJan 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0