RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 2, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
Clark, Robert, JohnIOFFICERC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
INGRAM, CHRISTOPHER, MATTHEWICEOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Petersen, Mark, ThomasICHIEF COMPLIANCE OFFICER & COOC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control
Zimmerman, ScottIOFFICERC Control

Registrations

Federal

IA
Jun 2, 2025 REGISTERED

Notice Filings (16)

AR AZ CA CO FL ID IL LA NE NV NY OR TN TX UT WA

Address

25060 AVENUE STANFORD
SUITE 100
VALENCIA, CA 91355
United States
Phone: 661-255-9555