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PROSPERITEA PLANNING

TEA & TAXES COMPANY DBA PROSPERITEA PLANNING

CRD 282041 · SEC 801-134175

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308 MAIN STREET, SUITE 3A, GREENFIELD, MA, 01301, United States

Phone

413-829-4832

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$176.9M

Discretionary AUM

$176.9M

Team

4 total employees; 4 advisory reps; 10 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees; ANNUAL RETAINER

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsTAX PLANNING AND PREPARATION

Client types

TypeClientsAUM
Individuals58$29.6M
High net worth individuals63$147.1M

States served

CA, MA, NH

All web addresses on file

Official SEC filing: View on IAPD