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Prosperity Wealth management, Inc.

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Total assets under management

$442,192,443

More info

Total clients

1,601

2% high-net worth

Total advisors

47

of 51 employees

Firm size

Multi Team

Average clients per advisor

34

Average account size

$276,198

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Up to $10,000

Percentage

$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,000+: 1.20%

Project-based

$250 per hour

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Prosperity Wealth management, Inc.

2333 San Ramon Valley Blvd., Suite 200

San Ramon CA 94583, United States

Number of offices

47

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 925-791-4444

Advisors at this firm

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James Y

Series 65

San Ramon, CA

Prosperity Wealth management, Inc.
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Daniel W

CFP®, Series 63, Series 65

Mars, PA

Prosperity Wealth management, Inc.
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Mark L

Series 63, Series 65

San Ramon, CA

Prosperity Wealth management, Inc.
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Mark Y

Series 63, Series 65

Elsah, IL

Prosperity Wealth management, Inc.
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Blake D

Series 63

San Ramon, CA

Prosperity Wealth management, Inc.
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Tony S

Series 63, Series 65

San Ramon, CA

Prosperity Wealth management, Inc.
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Lauren G

Series 63, Series 65, Series 66

Williamsville, NY

Prosperity Wealth management, Inc.
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Joseph D

Series 65, Series 66

San Ramon, CA

Prosperity Wealth management, Inc.
user avatar

Bruce M

ChFC®, Series 63

Cocoa, FL

Prosperity Wealth management, Inc.
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Nicole B

Series 63, Series 65

Olmsted Township, OH

Prosperity Wealth management, Inc.
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Stephen H

Series 63

Centerville, OH

Prosperity Wealth management, Inc.
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Jim P

Series 63, Series 65

Wichita Falls, TX

Prosperity Wealth management, Inc.
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Ronald M

Series 63, Series 66

Waterville, ME

Prosperity Wealth management, Inc.
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Bruce S

Series 65

Alexandria, VA

Prosperity Wealth management, Inc.
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Francis S

Series 63, Series 65

San Antonio, TX

Prosperity Wealth management, Inc.
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