Overview
Assets Under Management: $234 million
Headquarters: ORMOND BEACH, FL
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
PLAN TO PROSPER WEALTH MANAGEMENT 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 #327660), PLAN TO PROSPER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PLAN TO PROSPER WEALTH MANAGEMENT is headquartered in ORMOND BEACH, FL.
PLAN TO PROSPER WEALTH MANAGEMENT serves 51 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, PLAN TO PROSPER WEALTH MANAGEMENT offers portfolio management for individuals and pension consulting services. View all service details ↓
PLAN TO PROSPER WEALTH MANAGEMENT manages $234 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, PLAN TO PROSPER WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 651
Discretionary Accounts: 623
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 327660
Filing ID: 2055041
Last Filing Date: 2026-02-16 16:11:46