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PROSPERITAS FINANCIAL, LLC
CRD 315768 · SEC 801-122207
25060 AVENUE STANFORD, SUITE 100, VALENCIA, CA, 91355, United States
Phone
661-255-9555
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$812.5M
Discretionary AUM
$695.4M
Team
33 total employees; 23 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1595 | $359.1M |
| High net worth individuals | 150 | $336.4M |
| Investment companies | 172 | $17.0M |
| Pooled investment vehicles | 2 | $2.0M |
| Pension/profit sharing plans | 219 | $98.1M |
States served
AZ, AR, CA, CO, ID, IL, LA, NE, NV, NY, NC, OK, OR, TN, UT, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD