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PRUDENT PROSPERA PLANNING, INC.

CRD 175416

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5506 SUNOL BLVD, SUITE 205, PLEASANTON, CA, 94566, United States

Phone

925-523-3459

Fax

815-333-3445

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 40 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES

Org form

Corporation

Filing date

2026-03-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

All web addresses on file

Official SEC filing: View on IAPD