Overview
Assets Under Management: $177 million
Headquarters: GREENFIELD, MA
High-Net-Worth Clients: 63
Average Client Assets: $2.3 million
Frequently Asked Questions
PROSPERITEA PLANNING 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 #282041), PROSPERITEA PLANNING is subject to fiduciary duty under federal law.
PROSPERITEA PLANNING is headquartered in GREENFIELD, MA.
PROSPERITEA PLANNING serves 63 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, PROSPERITEA PLANNING offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PROSPERITEA PLANNING manages $177 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, PROSPERITEA PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.18%
Average Client Assets: $2.3 million
Total Client Accounts: 579
Discretionary Accounts: 579
Regulatory Filings
CRD Number: 282041
Filing ID: 2063122
Last Filing Date: 2026-03-05 14:22:03