PROSPERITY WEALTH MANAGEMENT, INC. - Financial Advisor in California, San Ramon

Tel: 925-791-4444 2333 San Ramon Valley Blvd. Suite 200 San Ramon, California 94583

About PROSPERITY WEALTH MANAGEMENT, INC.

PROSPERITY WEALTH MANAGEMENT, INC. is a San Ramon, California based financial advisory firm with nearly $243,370,500 in assets under management and provides investment advisory services for 1611 clients. There are currently 50 financial advisors at the firm.

General Information

Firm CRD#:

174328

Firm SEC#:

801-101485

Assets Under Management:

$243,370,500

No. of Clients:

1611

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-55273

1490

$1,739,370,943

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801-112986

1962

$932,033,936

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104557

801-55119

1644

$878,846,223

SUMMIT WEALTH AND RETIREMENT PARTNERS

285972

801-108910

917

$721,011,171

AMERICAN INVESTORS CO

801-57838

1815

$616,901,590

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314558

801-121420

780

$281,600,000

PROSPERITY FINANCIAL GROUP, INC.

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$261,720,996

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