Overview
Assets Under Management: $113 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 34
Average Client Assets: $1.7 million
Frequently Asked Questions
FORM PROSPERITY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307792), FORM PROSPERITY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
FORM PROSPERITY WEALTH ADVISORS, LLC is headquartered in CHANDLER, AZ.
FORM PROSPERITY WEALTH ADVISORS, LLC serves 34 high-net-worth clients according to their SEC filing dated April 27, 2026. View client details ↓
According to their SEC Form ADV, FORM PROSPERITY WEALTH ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
FORM PROSPERITY WEALTH ADVISORS, LLC manages $113 million in client assets according to their SEC filing dated April 27, 2026.
According to their SEC Form ADV, FORM PROSPERITY WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.97%
Average Client Assets: $1.7 million
Total Client Accounts: 499
Discretionary Accounts: 499
Regulatory Filings
CRD Number: 307792
Filing ID: 2099333
Last Filing Date: 2026-04-27 14:52:19